2023 Form 5500 filing — Clm Center For Life Management Tax Sheltered Annuity 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 20241014065837NAL0045180432001) for Clm Center For Life Management Tax Sheltered Annuity Plan, reported by Clm Center For Life Management under EIN 02-0301530 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014065837NAL0045180432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clm Center For Life Management
- EIN
- 02-0301530
- Plan number
- 001
- Location
- Derry, NH
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,862,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,862,499
- Employer contributions
- $226,226
- Participant contributions
- $548,142
- Total income / additions
- $2,575,932
- Benefits paid
- $646,438
- Administrative expenses
- $12,185
- Total expenses
- $658,623
- Net increase / (decrease)
- $1,917,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Direct | NONE | $12,185 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $0 | $6,226 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |