2023 Form 5500 filing — Csac 403(B) Retirement 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 20250122125319NAL0004473281001) for Csac 403(B) Retirement Plan, reported by Counseling Service Of Addison County, Inc. under EIN 03-0212396 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122125319NAL0004473281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Counseling Service Of Addison County, Inc.
- EIN
- 03-0212396
- Plan number
- 001
- Location
- Middlebury, VT
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,175,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,175,927
- Employer contributions
- $375,755
- Participant contributions
- $764,556
- Total income / additions
- $3,166,454
- Benefits paid
- $770,725
- Administrative expenses
- $59,114
- Total expenses
- $829,839
- Net increase / (decrease)
- $2,336,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,274 | $0 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $29,615 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $840 | not reported in the loaded dataset |