Child Development Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Child Development Associates, 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 Development Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Child Development Associates, Inc. under EIN 33-0050042 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $40,834,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child Development Associates, Inc.
- EIN
- 33-0050042
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita, CA
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $40,834,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20250224120325NAL0007466467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,834,227
- Total liabilities (EOY)
- $58
- Net assets (EOY)
- $40,834,169
- Net assets (BOY)
- $31,749,480
Income & contributions
- Employer contributions
- $4,653,718
- Participant contributions
- $613,182
- Total contributions
- $5,277,509
- Total income / additions
- $9,777,200
Expenses & distributions
- Benefits paid
- $635,622
- Administrative expenses
- $55,697
- Total expenses
- $692,511
- Net increase / (decrease)
- $9,084,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Analysts LLC | INVESTMENT ADVISOR | $22,915 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services | CONTRACT ADMIN | $22,532 | not reported in the loaded dataset | 2023 |
| Jgd & Associates | AUDITOR | $11,250 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $5,995 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $4,903 | $0 | 2023 |
| Premier Plan Consultants, Inc | CONTRACT ADMIN | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child Development Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bonita, CA
- Capital Analysts LLC — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- Jgd & Associates — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Premier Plan Consultants, Inc — Schedule C compensation