Cci 403(B) Plan — Form 5500 plan (Community Connections, 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, Cci 403(B) Plan is a benefit plan reported by Community Connections, Inc under EIN 04-2871024 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $4,378,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Connections, Inc
- EIN
- 04-2871024
- Plan number
- 001
- Plan type
- 2
- Location
- South Yarmouth, MA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $4,378,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241015140634NAL0016579139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,378,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,378,633
- Net assets (BOY)
- $3,488,725
Income & contributions
- Employer contributions
- $96,199
- Participant contributions
- $462,998
- Total contributions
- $563,822
- Total income / additions
- $1,105,419
Expenses & distributions
- Benefits paid
- $176,461
- Administrative expenses
- $39,050
- Total expenses
- $215,511
- Net increase / (decrease)
- $889,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,315 | $0 | 2023 |
| Ameriprise Financial Services Inc. | OTHER SERVICES | $0 | $17,436 | 2023 |
| Hilb Group | THIRD PARTY ADMIN | $5,491 | $1,756 | 2023 |
| Wilshire Associates Inc. | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Connections, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Yarmouth, MA
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services Inc. — Schedule C compensation
- Hilb Group — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation