Plan5500

Citadel Care Centers 401(K) Plan — Form 5500 plan (Citadel Consulting Group, LLC)

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, Citadel Care Centers 401(K) Plan is a benefit plan reported by Citadel Consulting Group, LLC under EIN 81-1619316 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $2,577,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citadel Consulting Group, LLC
EIN
81-1619316
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
102
End-of-year plan assets
$2,577,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20241014110116NAL0027101457001
20231,297H, C20241014110136NAL0027102321001
20233,284H, C20250729120258NAL0003801280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,338,103
Total liabilities (EOY)
$0
Net assets (EOY)
$2,338,103
Net assets (BOY)
$2,266,256

Income & contributions

Employer contributions
$126,780
Participant contributions
$4,977
Total contributions
$131,757
Total income / additions
$408,283

Expenses & distributions

Benefits paid
$314,693
Administrative expenses
$21,743
Total expenses
$336,436
Net increase / (decrease)
$71,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$15,261$12,1652023
NationwideRECORDKEEPER$21,743$02023
NationwideRECORDKEEPER$15,425$02023
American Portfolios FinancialINVESTMENT ADVISOR$0$11,3422023
Fmi International Services LtdCONTRACT ADMIN$8,975$1,3962023
Fmi International Services LtdCONTRACT ADMIN$8,828$1,5272023

Related Form 5500 pages