Child And Family Services Of Newport County 401(K) And Profit Sharing Plan — Form 5500 plan (Child And Family Services Of Newport County)
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, Child And Family Services Of Newport County 401(K) And Profit Sharing Plan is a benefit plan reported by Child And Family Services Of Newport County under EIN 23-7058381 and plan number 003. The latest loaded filing year is 2023. The filing reports 178 participants and $5,404,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child And Family Services Of Newport County
- EIN
- 23-7058381
- Plan number
- 003
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,404,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20250317152510NAL0003868962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,404,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,404,838
- Net assets (BOY)
- $4,493,746
Income & contributions
- Employer contributions
- $99,673
- Participant contributions
- $321,157
- Total contributions
- $432,278
- Total income / additions
- $1,191,449
Expenses & distributions
- Benefits paid
- $224,010
- Administrative expenses
- $35,505
- Total expenses
- $280,357
- Net increase / (decrease)
- $911,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORDKEEPER | $18,772 | $7 | 2023 |
| The Angell Pension Group, Inc | TPA | $16,118 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child And Family Services Of Newport County
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Middletown, RI
- Ascensus — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation
- Global Retirement Partners — Schedule C compensation