Mary Cariola Children'S Center, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Mary Cariola Children'S 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, Mary Cariola Children'S Center, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Mary Cariola Children'S Center, Inc under EIN 16-0771078 and plan number 002. The latest loaded filing year is 2023. The filing reports 639 participants and $10,995,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mary Cariola Children'S Center, Inc
EIN
16-0771078
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
639
End-of-year plan assets
$10,995,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023639H, C20241015084236NAL0014262371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,995,368
Total liabilities (EOY)
$0
Net assets (EOY)
$10,995,368
Net assets (BOY)
$9,751,099

Income & contributions

Employer contributions
$324,012
Total contributions
$324,012
Total income / additions
$1,959,199

Expenses & distributions

Benefits paid
$714,080
Administrative expenses
$850
Total expenses
$714,930
Net increase / (decrease)
$1,244,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Canandaigua National Bank & TrustNONE$850$02023

Related Form 5500 pages