2023 Form 5500 filing — Cds Life Transitions 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 20241015091641NAL0027924369001) for Cds Life Transitions 403(B) Plan, reported by Cds Life Transitions under EIN 47-5672694 and plan number 001. It reports 880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091641NAL0027924369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cds Life Transitions
- EIN
- 47-5672694
- Plan number
- 001
- Location
- Webster, NY
- Participants
- 880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,663,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,663,639
- Employer contributions
- $367,967
- Participant contributions
- $1,315,427
- Total income / additions
- $3,213,354
- Benefits paid
- $520,757
- Administrative expenses
- $61,389
- Total expenses
- $582,146
- Net increase / (decrease)
- $2,631,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $61,389 | $0 |