Dubois Continuum Of Care Community, Inc. 403(B) Plan — Form 5500 plan (Dubois Continuum Of Care Community, 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, Dubois Continuum Of Care Community, Inc. 403(B) Plan is a benefit plan reported by Dubois Continuum Of Care Community, Inc. under EIN 25-1352326 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $2,246,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dubois Continuum Of Care Community, Inc.
- EIN
- 25-1352326
- Plan number
- 001
- Plan type
- 2
- Location
- Dubois, PA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $2,246,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015070434NAL0027740513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,246,788
- Total liabilities (EOY)
- $1,265
- Net assets (EOY)
- $2,245,523
- Net assets (BOY)
- $1,997,620
Income & contributions
- Employer contributions
- $19,764
- Participant contributions
- $138,096
- Total contributions
- $157,860
- Total income / additions
- $470,923
Expenses & distributions
- Benefits paid
- $195,519
- Administrative expenses
- $27,372
- Total expenses
- $223,020
- Net increase / (decrease)
- $247,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $14,787 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $7,091 | $0 | 2023 |
| Variable Annuity Life Insurance Co. | CONTRACT ADM RECORDKEEPER | $4,454 | $0 | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dubois Continuum Of Care Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dubois, PA
- Empower Annuity Insurance Co. — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Variable Annuity Life Insurance Co. — Schedule C compensation