2023 Form 5500 filing — Citadel Care Centers 401(K) 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 20241014110116NAL0027101457001) for Citadel Care Centers 401(K) Plan, reported by Citadel Consulting Group, LLC under EIN 81-1619316 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110116NAL0027101457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citadel Consulting Group, LLC
- EIN
- 81-1619316
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,338,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,338,103
- Employer contributions
- $126,780
- Participant contributions
- $4,977
- Total income / additions
- $408,283
- Benefits paid
- $314,693
- Administrative expenses
- $21,743
- Total expenses
- $336,436
- Net increase / (decrease)
- $71,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $15,261 | $12,165 |
| Nationwide | RECORDKEEPER | $21,743 | $0 |
| Nationwide | RECORDKEEPER | $15,425 | $0 |
| American Portfolios Financial | INVESTMENT ADVISOR | $0 | $11,342 |
| Fmi International Services Ltd | CONTRACT ADMIN | $8,975 | $1,396 |
| Fmi International Services Ltd | CONTRACT ADMIN | $8,828 | $1,527 |