Crossroads Continuum, Inc. 403(B) Plan — Form 5500 plan (Crossroads Continuum, 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, Crossroads Continuum, Inc. 403(B) Plan is a benefit plan reported by Crossroads Continuum, Inc. under EIN 06-1660628 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $5,149,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crossroads Continuum, Inc.
EIN
06-1660628
Plan number
001
Plan type
2
Location
Hudson, MA
Latest filing year
2023
Participants
216
End-of-year plan assets
$5,149,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20250328095918NAL0001113345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,149,580
Total liabilities (EOY)
$0
Net assets (EOY)
$5,149,580
Net assets (BOY)
$4,191,335

Income & contributions

Employer contributions
$214,866
Participant contributions
$417,994
Total contributions
$672,107
Total income / additions
$1,454,134

Expenses & distributions

Benefits paid
$495,389
Administrative expenses
$500
Total expenses
$495,889
Net increase / (decrease)
$958,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan By AscensusCONTRACT ADMIN$3,662not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$900$02023
Compass Retirement Consulting GroupOTHER$75not reported in the loaded dataset2023

Related Form 5500 pages