2023 Form 5500 filing — Community Counseling Of Bristol County, Inc. 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 20241015123338NAL0049408848001) for Community Counseling Of Bristol County, Inc. Savings Plan, reported by Community Counseling Of Bristol County, Inc. under EIN 04-3035697 and plan number 001. It reports 1,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123338NAL0049408848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Counseling Of Bristol County, Inc.
- EIN
- 04-3035697
- Plan number
- 001
- Location
- Taunton, MA
- Participants
- 1,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,992,147
- Net assets (EOY)
- $20,992,147
- Employer contributions
- $1,271,498
- Participant contributions
- $1,946,979
- Total income / additions
- $6,384,396
- Benefits paid
- $2,751,755
- Administrative expenses
- $136,141
- Total expenses
- $2,887,896
- Net increase / (decrease)
- $3,496,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | BROKER DEALER OF ADVISOR | not reported in the loaded dataset | $35,448 |
| Aegis Retirement Partners, LLC | TPA | not reported in the loaded dataset | $8,499 |