2023 Form 5500 filing — The Coordinating Center 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930123538NAL0010159232001) for The Coordinating Center 403(B) Retirement Plan, reported by The Coordinating Center For Home And Community Care, Inc under EIN 52-1318341 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930123538NAL0010159232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Coordinating Center For Home And Community Care, Inc
- EIN
- 52-1318341
- Plan number
- 001
- Location
- Millersville, MD
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,845,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,845,182
- Employer contributions
- $353,356
- Participant contributions
- $1,102,185
- Total income / additions
- $4,271,959
- Benefits paid
- $1,054,053
- Administrative expenses
- $65,444
- Total expenses
- $1,119,497
- Net increase / (decrease)
- $3,152,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $35,445 | $122 |
| Rbc Wealth Management | NONE | $29,999 | not reported in the loaded dataset |