C.F.G. 401k Plan — Form 5500 plan (Center For Family Guidance, P.C.)

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, C.F.G. 401k Plan is a benefit plan reported by Center For Family Guidance, P.C. under EIN 22-3500420 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,269 participants and $38,570,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Center For Family Guidance, P.C.
EIN
22-3500420
Plan number
001
Plan type
2
Location
Marlton, NJ
Latest filing year
2023
Participants
1,269
End-of-year plan assets
$38,570,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,269H, C20241015121324NAL0014592547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,570,292
Total liabilities (EOY)
$654,689
Net assets (EOY)
$37,915,603
Net assets (BOY)
$32,283,976

Income & contributions

Participant contributions
$3,294,746
Total contributions
$3,628,784
Total income / additions
$9,164,369

Expenses & distributions

Benefits paid
$3,399,686
Administrative expenses
$133,056
Total expenses
$3,532,742
Net increase / (decrease)
$5,631,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$137,857$02023

Related Form 5500 pages