The Centers For Families And Children Defined Contribution Retirement Plan — Form 5500 plan (The Centers For Families And Children)
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, The Centers For Families And Children Defined Contribution Retirement Plan is a benefit plan reported by The Centers For Families And Children under EIN 23-7084455 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,107 participants and $21,748,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Centers For Families And Children
- EIN
- 23-7084455
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,107
- End-of-year plan assets
- $21,748,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,107 | H, C | 20250325135130NAL0010227859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,748,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,748,073
- Net assets (BOY)
- $17,618,904
Income & contributions
- Employer contributions
- $1,295,774
- Participant contributions
- $1,582,473
- Total contributions
- $2,991,714
- Total income / additions
- $5,860,039
Expenses & distributions
- Benefits paid
- $1,637,805
- Administrative expenses
- $81,782
- Total expenses
- $1,730,870
- Net increase / (decrease)
- $4,129,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | INVESTMENT ADVISOR | $36,049 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,335 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $19,891 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,994 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Centers For Families And Children
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Ancora Retirement Plan Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation