Charter Oak Health Center, Inc. 403(B) Profit Sharing Plan — Form 5500 plan (Charter Oak Health 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, Charter Oak Health Center, Inc. 403(B) Profit Sharing Plan is a benefit plan reported by Charter Oak Health Center, Inc. under EIN 06-0986747 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $5,299,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Oak Health Center, Inc.
- EIN
- 06-0986747
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $5,299,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241014120825NAL0044428016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,299,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,299,636
- Net assets (BOY)
- $4,224,396
Income & contributions
- Participant contributions
- $491,478
- Total contributions
- $1,365,309
- Total income / additions
- $1,980,298
Expenses & distributions
- Benefits paid
- $886,180
- Administrative expenses
- $18,878
- Total expenses
- $905,058
- Net increase / (decrease)
- $1,075,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | BROKER | $0 | $10,988 | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $8,744 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,434 | not reported in the loaded dataset | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $2,700 | $4,574 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $276 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charter Oak Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Morgan Stanley Smith Barney — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation