2023 Form 5500 filing — Citizen Advocates, Inc. 401(K) 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 20241015142840NAL0048398880001) for Citizen Advocates, Inc. 401(K) Plan, reported by Citizen Advocates, Inc. under EIN 14-1577715 and plan number 002. It reports 912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142840NAL0048398880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizen Advocates, Inc.
- EIN
- 14-1577715
- Plan number
- 002
- Location
- Malone, NY
- Participants
- 912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,864,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,864,925
- Employer contributions
- $944,214
- Participant contributions
- $1,246,928
- Total income / additions
- $6,254,737
- Benefits paid
- $1,836,216
- Administrative expenses
- $5,700
- Total expenses
- $1,924,923
- Net increase / (decrease)
- $4,329,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant | SERVICE PROVIDER | $0 | $59,368 |
| Bpas | THIRD PARTY ADMINISTRATO | $0 | $12,995 |