2023 Form 5500 filing — Child & Family Agency Of Southeastern Connecticut 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 20250403102254NAL0020242722001) for Child & Family Agency Of Southeastern Connecticut 403(B) Plan, reported by Child & Family Agency Of Southeastern Connecticut, Inc. under EIN 23-7212022 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403102254NAL0020242722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child & Family Agency Of Southeastern Connecticut, Inc.
- EIN
- 23-7212022
- Plan number
- 001
- Location
- New London, CT
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,924,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,924,873
- Employer contributions
- $404,554
- Participant contributions
- $563,709
- Total income / additions
- $1,511,661
- Benefits paid
- $495,616
- Administrative expenses
- $30,192
- Total expenses
- $532,365
- Net increase / (decrease)
- $979,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,062 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER/BOOKKEEPER | $8,260 | $0 |
| Stifel Nicolaus & Co Inc | OTHER SERVICES | $0 | $5,960 |
| The Angell Pension Group Inc | CONTRACT ADMINISTRATOR | $0 | $941 |