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, Codac Health, Recovery & Wellness, Inc. 403(B) Plan is a benefit plan reported by Codac Health, Recovery & Wellness, Nc. under EIN 23-7086112 and plan number 002. The latest loaded filing year is 2023. The filing reports 521 participants and $9,795,034 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,795,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,795,034
- Net assets (BOY)
- $8,542,734
Income & contributions
- Employer contributions
- $379,986
- Participant contributions
- $1,134,372
- Total contributions
- $1,532,955
- Total income / additions
- $2,870,732
Expenses & distributions
- Benefits paid
- $1,605,402
- Administrative expenses
- $12,741
- Total expenses
- $1,618,432
- Net increase / (decrease)
- $1,252,300