Plan5500

Center For Transforming Lives 401(K) Plan — Form 5500 plan (Center For Transforming Lives)

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, Center For Transforming Lives 401(K) Plan is a benefit plan reported by Center For Transforming Lives under EIN 75-0829389 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $2,604,075 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,604,075
Participants185Covered participants reported
Assets / participant$14.1KComputed: assets ÷ participants$14,076 (computed)
Provider compensation$15.1K2 Schedule C provider row(s)$15,095
Plan sponsor
Center For Transforming Lives
EIN
75-0829389
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    185 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$311.5K
Benefits paid / distributions$296.4K
Contributions
Employer$336.4K
Participant$234.2K
Full reported line items

Net assets

Total assets (EOY)
$2,604,075
Total liabilities (EOY)
$0
Net assets (EOY)
$2,604,075
Net assets (BOY)
$1,910,367

Income & contributions

Employer contributions
$336,399
Participant contributions
$234,175
Total contributions
$602,396
Total income / additions
$1,005,184

Expenses & distributions

Benefits paid
$296,400
Administrative expenses
$15,076
Total expenses
$311,476
Net increase / (decrease)
$693,708
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 59%Participant 41%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Princial Life Insurance Company$10.6K
    CONSULTANT · Direct $10.6K · Indirect $0
  2. 2
    Merrill Lynch Pierce Fenner & Smith$4.4K
    CONTRACT ADMINISTRATOR · Direct $4.4K · Indirect $20

Related Form 5500 pages