2023 Form 5500 filing — The Caring Community Of Ct, Inc. 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 20250415160030NAL0003579425001) for The Caring Community Of Ct, Inc. 403(B) Plan, reported by The Caring Community Of Ct, Inc. under EIN 22-2583035 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415160030NAL0003579425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Caring Community Of Ct, Inc.
- EIN
- 22-2583035
- Plan number
- 001
- Location
- Colchester, CT
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,518,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,518,166
- Employer contributions
- $333,843
- Participant contributions
- $177,898
- Total income / additions
- $1,111,667
- Benefits paid
- $100,320
- Administrative expenses
- $19,873
- Total expenses
- $120,193
- Net increase / (decrease)
- $991,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The David J. Yvars Group | ADVISOR | $13,922 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $5,951 | $0 |