Campion Center Retirement Plan — Form 5500 plan (Campion Center Inc.)
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, Campion Center Retirement Plan is a benefit plan reported by Campion Center Inc. under EIN 04-2104886 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $5,823,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campion Center Inc.
- EIN
- 04-2104886
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, MA
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $5,823,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240927110012NAL0002172545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,823,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,823,765
- Net assets (BOY)
- $4,715,439
Income & contributions
- Employer contributions
- $259,447
- Participant contributions
- $378,157
- Total contributions
- $637,604
- Total income / additions
- $1,249,470
Expenses & distributions
- Benefits paid
- $140,784
- Administrative expenses
- $360
- Total expenses
- $141,144
- Net increase / (decrease)
- $1,108,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $360 | $17,180 | 2023 |