Plain-English plan 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, Community Concepts, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Community Concepts, Inc. under EIN 01-0424969 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $10,587,651 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,587,651
- Net assets (EOY)
- $10,587,651
- Net assets (BOY)
- $10,061,419
Income & contributions
- Employer contributions
- $431,153
- Participant contributions
- $508,293
- Total contributions
- $1,026,960
- Total income / additions
- $2,642,262
Expenses & distributions
- Benefits paid
- $2,029,231
- Administrative expenses
- $86,799
- Total expenses
- $2,116,030
- Net increase / (decrease)
- $526,232