2023 Form 5500 filing — Celebrate The Children, Inc. Safe Harbor 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 20250415142706NAL0001473235001) for Celebrate The Children, Inc. Safe Harbor 401(K) Plan, reported by Celebrate The Children, Inc. under EIN 55-0804200 and plan number 002. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415142706NAL0001473235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Celebrate The Children, Inc.
- EIN
- 55-0804200
- Plan number
- 002
- Location
- Denville, NJ
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,769,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,769,179
- Employer contributions
- $329,074
- Participant contributions
- $545,159
- Total income / additions
- $1,917,048
- Benefits paid
- $604,164
- Administrative expenses
- $50,469
- Total expenses
- $654,633
- Net increase / (decrease)
- $1,262,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $49,376 | $0 |
| Corner Stone Planning | SERVICE PROVIDER | $21,704 | not reported in the loaded dataset |
| Red Bank Pension Services, Inc. | ADMIN | $6,827 | $4,327 |