2023 Form 5500 filing — Cades 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 20250408161253NAL0011330819001) for Cades Defined Contribution Retirement Plan, reported by Children And Adult Disability And Educational Services under EIN 23-1409677 and plan number 003. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408161253NAL0011330819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children And Adult Disability And Educational Services
- EIN
- 23-1409677
- Plan number
- 003
- Location
- Swarthmore, PA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,654,006
- Total liabilities (EOY)
- $160
- Net assets (EOY)
- $7,653,846
- Employer contributions
- $1,057,564
- Participant contributions
- $781,972
- Total income / additions
- $2,915,118
- Benefits paid
- $152,908
- Administrative expenses
- $13,918
- Total expenses
- $166,826
- Net increase / (decrease)
- $2,748,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $12,656 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,302 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity Management & Research Comp | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |