Citizens For Citizens, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Citizens For Citizens, 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, Citizens For Citizens, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Citizens For Citizens, Inc. under EIN 04-6134724 and plan number 004. The latest loaded filing year is 2023. The filing reports 252 participants and $10,909,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens For Citizens, Inc.
- EIN
- 04-6134724
- Plan number
- 004
- Plan type
- 2
- Location
- Fall River, MA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $10,909,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241015080924NAL0027803121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,909,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,465
- Net assets (BOY)
- $9,984,260
Income & contributions
- Employer contributions
- $326,563
- Participant contributions
- $456,194
- Total contributions
- $782,757
- Total income / additions
- $2,052,364
Expenses & distributions
- Benefits paid
- $1,082,524
- Administrative expenses
- $44,635
- Total expenses
- $1,127,159
- Net increase / (decrease)
- $925,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,635 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $19,954 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens For Citizens, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Fall River, MA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation