2023 Form 5500 filing — Coordinated Family Care 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 20250325114258NAL0007669091001) for Coordinated Family Care 401(K) Plan, reported by Coordinated Family Care Of Middlesex County under EIN 22-3829444 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250325114258NAL0007669091001
Filing year
2023
Form type
2
Plan sponsor
Coordinated Family Care Of Middlesex County
EIN
22-3829444
Plan number
001
Location
North Brunswick, NJ
Participants
106
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,742,114
Net assets (EOY)
$5,742,114
Employer contributions
$270,631
Participant contributions
$382,212
Total income / additions
$1,605,438
Benefits paid
$591,958
Administrative expenses
$27,225
Total expenses
$619,183
Net increase / (decrease)
$986,255
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,519$0
Sagepoint Financial IncINVESTMENT ADVISORY$0$6,090
Intac Actuarial Services IncCONTRACT ADMINISTRATOR$2,857$39

Related Form 5500 pages