2023 Form 5500 filing — Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity
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 20250406072058NAL0016800993001) for Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity, reported by Crossroads Lake County Adolescent Counseling under EIN 34-1458441 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250406072058NAL0016800993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crossroads Lake County Adolescent Counseling
- EIN
- 34-1458441
- Plan number
- 001
- Location
- Mentor, OH
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,816,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,816,801
- Employer contributions
- $375,687
- Participant contributions
- $691,873
- Total income / additions
- $2,437,151
- Benefits paid
- $1,019,935
- Administrative expenses
- $78,396
- Total expenses
- $1,098,331
- Net increase / (decrease)
- $1,338,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,196 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $19,220 |
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $2,200 | $16,346 |