2023 Form 5500 filing — 403(B) Tax Deferred Annuity Plan For Employees Of Variety Child Learning Center
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 20241003102130NAL0010394529001) for 403(B) Tax Deferred Annuity Plan For Employees Of Variety Child Learning Center, reported by Variety Child Learning Center under EIN 11-2157326 and plan number 003. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003102130NAL0010394529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Variety Child Learning Center
- EIN
- 11-2157326
- Plan number
- 003
- Location
- Syosset, NY
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,326,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,326,743
- Participant contributions
- $1,029,746
- Total income / additions
- $3,428,708
- Benefits paid
- $2,965,569
- Administrative expenses
- $69,640
- Total expenses
- $3,035,209
- Net increase / (decrease)
- $393,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | INVESTMENT ADVISOR | $36,759 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | RECORDKEEPER | $26,633 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN TRUSTEE | $6,092 | not reported in the loaded dataset |