The Coordinating Center 403(B) Retirement Plan — Form 5500 plan (The Coordinating Center For Home And Community Care, 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, The Coordinating Center 403(B) Retirement Plan is a benefit plan reported by The Coordinating Center For Home And Community Care, Inc under EIN 52-1318341 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $18,845,182 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Coordinating Center For Home And Community Care, Inc
EIN
52-1318341
Plan number
001
Plan type
2
Location
Millersville, MD
Latest filing year
2023
Participants
407
End-of-year plan assets
$18,845,182

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20240930123538NAL0010159232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,845,182
Total liabilities (EOY)
$0
Net assets (EOY)
$18,845,182
Net assets (BOY)
$15,692,720

Income & contributions

Employer contributions
$353,356
Participant contributions
$1,102,185
Total contributions
$1,466,451
Total income / additions
$4,271,959

Expenses & distributions

Benefits paid
$1,054,053
Administrative expenses
$65,444
Total expenses
$1,119,497
Net increase / (decrease)
$3,152,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$35,445$1222023
Rbc Wealth ManagementNONE$29,999not reported in the loaded dataset2023

Related Form 5500 pages