2023 Form 5500 filing — The Center 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 20251215123024NAL0000698595001) for The Center Retirement Plan, reported by The Center For Individual & Family Services under EIN 34-1190641 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251215123024NAL0000698595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Center For Individual & Family Services
- EIN
- 34-1190641
- Plan number
- 001
- Location
- Mansfield, OH
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,420,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,420,262
- Employer contributions
- $184,096
- Participant contributions
- $326,169
- Total income / additions
- $1,558,427
- Benefits paid
- $731,591
- Administrative expenses
- $30,522
- Total expenses
- $762,113
- Net increase / (decrease)
- $796,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consolidated Financial | NONE | $18,394 | not reported in the loaded dataset |
| July Business Services, LLC | NONE | $6,300 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $225 | $0 |