Child & Family Agency Of Southeastern Connecticut 403(B) Plan — Form 5500 plan (Child & Family Agency Of Southeastern Connecticut, 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, Child & Family Agency Of Southeastern Connecticut 403(B) Plan is a benefit plan reported by Child & Family Agency Of Southeastern Connecticut, Inc. under EIN 23-7212022 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $3,924,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child & Family Agency Of Southeastern Connecticut, Inc.
- EIN
- 23-7212022
- Plan number
- 001
- Plan type
- 2
- Location
- New London, CT
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $3,924,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250403102254NAL0020242722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,924,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,924,873
- Net assets (BOY)
- $2,945,577
Income & contributions
- Employer contributions
- $404,554
- Participant contributions
- $563,709
- Total contributions
- $973,678
- Total income / additions
- $1,511,661
Expenses & distributions
- Benefits paid
- $495,616
- Administrative expenses
- $30,192
- Total expenses
- $532,365
- Net increase / (decrease)
- $979,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,062 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER/BOOKKEEPER | $8,260 | $0 | 2023 |
| Stifel Nicolaus & Co Inc | OTHER SERVICES | $0 | $5,960 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMINISTRATOR | $0 | $941 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child & Family Agency Of Southeastern Connecticut, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New London, CT
- Principal Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Stifel Nicolaus & Co Inc — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation