2023 Form 5500 filing — The Centers For Families And Children Defined Contribution 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 20250325135130NAL0010227859001) for The Centers For Families And Children Defined Contribution Retirement Plan, reported by The Centers For Families And Children under EIN 23-7084455 and plan number 003. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.7MReported net assets$21,748,073
Participants1.1K1,107
Provider compensation$94.3K4 Schedule C row(s)$94,269
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250325135130NAL0010227859001
- Plan sponsor
- The Centers For Families And Children
- EIN
- 23-7084455
- Plan number
- 003
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.7M total assets
Net assets$21.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,748,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,748,073
- Employer contributions
- $1,295,774
- Participant contributions
- $1,582,473
- Total income / additions
- $5,860,039
- Benefits paid
- $1,637,805
- Administrative expenses
- $81,782
- Total expenses
- $1,730,870
- Net increase / (decrease)
- $4,129,169
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | INVESTMENT ADVISOR | $36,049 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,335 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $19,891 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,994 | $0 |