Klamath Child And Family Treatment Center Retirement Plan — Form 5500 plan (Klamath Child And Family Treatment Center 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, Klamath Child And Family Treatment Center Retirement Plan is a benefit plan reported by Klamath Child And Family Treatment Center Inc under EIN 93-0753926 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $6,494,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klamath Child And Family Treatment Center Inc
- EIN
- 93-0753926
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $6,494,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20250414181111NAL0002109569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,494,324
- Total liabilities (EOY)
- $6,508
- Net assets (EOY)
- $6,487,816
- Net assets (BOY)
- $5,933,937
Income & contributions
- Employer contributions
- $472,434
- Participant contributions
- $606,981
- Total contributions
- $1,244,714
- Total income / additions
- $2,047,433
Expenses & distributions
- Benefits paid
- $1,396,317
- Administrative expenses
- $22,763
- Total expenses
- $1,493,554
- Net increase / (decrease)
- $553,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $24,674 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | INVESTMENT MGMT | $5,453 | not reported in the loaded dataset | 2023 |