Family & Children'S Agency, Inc. 401(K) Plan — Form 5500 plan (Family & Children'S Agency, 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, Family & Children'S Agency, Inc. 401(K) Plan is a benefit plan reported by Family & Children'S Agency, Inc. under EIN 06-0970985 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $8,755,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family & Children'S Agency, Inc.
- EIN
- 06-0970985
- Plan number
- 001
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- $8,755,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | H, C | 20241002115812NAL0014899488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,755,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,755,056
- Net assets (BOY)
- $7,898,504
Income & contributions
- Employer contributions
- $128,324
- Participant contributions
- $376,359
- Total contributions
- $523,266
- Total income / additions
- $1,617,064
Expenses & distributions
- Benefits paid
- $712,544
- Administrative expenses
- $20,168
- Total expenses
- $760,512
- Net increase / (decrease)
- $856,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $17,213 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,853 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,079 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $3,236 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $1,496 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family & Children'S Agency, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation