2023 Form 5500 filing — C.F.G. 401k 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 20241015121324NAL0014592547001) for C.F.G. 401k Plan, reported by Center For Family Guidance, P.C. under EIN 22-3500420 and plan number 001. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015121324NAL0014592547001
Filing year
2023
Form type
2
Plan sponsor
Center For Family Guidance, P.C.
EIN
22-3500420
Plan number
001
Location
Marlton, NJ
Participants
1,269
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$38,570,292
Total liabilities (EOY)
$654,689
Net assets (EOY)
$37,915,603
Participant contributions
$3,294,746
Total income / additions
$9,164,369
Benefits paid
$3,399,686
Administrative expenses
$133,056
Total expenses
$3,532,742
Net increase / (decrease)
$5,631,627
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$137,857$0

Related Form 5500 pages