2023 Form 5500 filing — Cci 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 20241015140634NAL0016579139001) for Cci 403(B) Plan, reported by Community Connections, Inc under EIN 04-2871024 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140634NAL0016579139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Connections, Inc
- EIN
- 04-2871024
- Plan number
- 001
- Location
- South Yarmouth, MA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,378,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,378,633
- Employer contributions
- $96,199
- Participant contributions
- $462,998
- Total income / additions
- $1,105,419
- Benefits paid
- $176,461
- Administrative expenses
- $39,050
- Total expenses
- $215,511
- Net increase / (decrease)
- $889,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,315 | $0 |
| Ameriprise Financial Services Inc. | OTHER SERVICES | $0 | $17,436 |
| Hilb Group | THIRD PARTY ADMIN | $5,491 | $1,756 |
| Wilshire Associates Inc. | INVESTMENT ADVISORY | $0 | $0 |