Central California Child Dev. Serv. Inc. Retirement Savings Plan — Form 5500 plan (Central California Child Dev. Services, 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, Central California Child Dev. Serv. Inc. Retirement Savings Plan is a benefit plan reported by Central California Child Dev. Services, Inc. under EIN 68-0025437 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $9,915,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central California Child Dev. Services, Inc.
- EIN
- 68-0025437
- Plan number
- 001
- Plan type
- 2
- Location
- Ceres, CA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $9,915,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240730134411NAL0020796529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,915,991
- Net assets (EOY)
- $9,915,991
- Net assets (BOY)
- $8,146,161
Income & contributions
- Employer contributions
- $430,092
- Participant contributions
- $588,531
- Total contributions
- $1,018,623
- Total income / additions
- $2,114,173
Expenses & distributions
- Benefits paid
- $293,922
- Administrative expenses
- $50,421
- Total expenses
- $344,343
- Net increase / (decrease)
- $1,769,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency Inc. | INVESTMENT ADVISORY | $26,472 | $0 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $23,122 | $0 | 2023 |
| Osborne & Associates, Inc. | RECORDKEEPER | $1,650 | $374 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central California Child Dev. Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ceres, CA
- Merrill Lynch Life Agency Inc. — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Osborne & Associates, Inc. — Schedule C compensation