Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity — Form 5500 plan (Crossroads Lake County Adolescent Counseling)
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, Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity is a benefit plan reported by Crossroads Lake County Adolescent Counseling under EIN 34-1458441 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $8,816,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crossroads Lake County Adolescent Counseling
- EIN
- 34-1458441
- Plan number
- 001
- Plan type
- 2
- Location
- Mentor, OH
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $8,816,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20250406072058NAL0016800993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,816,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,816,801
- Net assets (BOY)
- $7,477,981
Income & contributions
- Employer contributions
- $375,687
- Participant contributions
- $691,873
- Total contributions
- $1,317,723
- Total income / additions
- $2,437,151
Expenses & distributions
- Benefits paid
- $1,019,935
- Administrative expenses
- $78,396
- Total expenses
- $1,098,331
- Net increase / (decrease)
- $1,338,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,196 | $0 | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $19,220 | 2023 |
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $2,200 | $16,346 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crossroads Lake County Adolescent Counseling
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mentor, OH
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Zabarsky & Associates, LLC — Schedule C compensation