Plan5500

Counseling Connection, Inc. 401(K) Savings Plan — Form 5500 plan (Counseling Connection, 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, Counseling Connection, Inc. 401(K) Savings Plan is a benefit plan reported by Counseling Connection, Inc. under EIN 36-3300648 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $6,129,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Counseling Connection, Inc.
EIN
36-3300648
Plan number
001
Plan type
2
Location
Libertyville, IL
Latest filing year
2023
Participants
278
End-of-year plan assets
$6,129,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241014095451NAL0025865617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,129,796
Total liabilities (EOY)
$0
Net assets (EOY)
$6,129,796
Net assets (BOY)
$5,007,760

Income & contributions

Participant contributions
$521,799
Total contributions
$584,095
Total income / additions
$1,595,742

Expenses & distributions

Benefits paid
$422,853
Administrative expenses
$49,037
Total expenses
$473,706
Net increase / (decrease)
$1,122,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCONTRACT ADMINISTRATOR$19,356$5,1852023
Iron Administration, LLCINVESTMENT ADVISOR$21,343not reported in the loaded dataset2023
Nationwide Life Insurance CompanyRECORD KEEPER$8,340$5,1852023

Related Form 5500 pages