2023 Form 5500 filing — Chartiers Community Mental Health And Retardation Center, Inc. 403(B) 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 20241014150054NAL0013493363001) for Chartiers Community Mental Health And Retardation Center, Inc. 403(B) Plan, reported by Chartiers Community Mental Health And Retardation Center, Inc. under EIN 25-1203882 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150054NAL0013493363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chartiers Community Mental Health And Retardation Center, Inc.
- EIN
- 25-1203882
- Plan number
- 002
- Location
- Bridgeville, PA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,977,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,977,622
- Employer contributions
- $179,196
- Participant contributions
- $252,534
- Total income / additions
- $1,183,491
- Benefits paid
- $234,676
- Administrative expenses
- $56,283
- Total expenses
- $290,959
- Net increase / (decrease)
- $892,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,056 | $0 |
| Kestra Advisory Services LLC | ADVISORY | $13,153 | not reported in the loaded dataset |
| Mutual Of America Life Ins Co | SERVICE PROVIDER | $74 | $0 |