2023 Form 5500 filing — Counseling Connection, Inc. 401(K) Savings 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 20241014095451NAL0025865617001) for Counseling Connection, Inc. 401(K) Savings Plan, reported by Counseling Connection, Inc. under EIN 36-3300648 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095451NAL0025865617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Counseling Connection, Inc.
- EIN
- 36-3300648
- Plan number
- 001
- Location
- Libertyville, IL
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,129,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,129,796
- Participant contributions
- $521,799
- Total income / additions
- $1,595,742
- Benefits paid
- $422,853
- Administrative expenses
- $49,037
- Total expenses
- $473,706
- Net increase / (decrease)
- $1,122,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $19,356 | $5,185 |
| Iron Administration, LLC | INVESTMENT ADVISOR | $21,343 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | RECORD KEEPER | $8,340 | $5,185 |