Child & Family Center 401(K) Retirement Plan — Form 5500 plan (Child & Family Center)

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, Child & Family Center 401(K) Retirement Plan is a benefit plan reported by Child & Family Center under EIN 95-3941342 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $5,486,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child & Family Center
EIN
95-3941342
Plan number
001
Plan type
2
Location
Santa Clarita, CA
Latest filing year
2023
Participants
191
End-of-year plan assets
$5,486,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250227151852NAL0003956480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,486,965
Net assets (EOY)
$5,486,965
Net assets (BOY)
$4,701,879

Income & contributions

Employer contributions
$161,941
Participant contributions
$522,794
Total contributions
$727,595
Total income / additions
$1,544,246

Expenses & distributions

Benefits paid
$717,581
Administrative expenses
$29,765
Total expenses
$759,160
Net increase / (decrease)
$785,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Ret Partners LLCINVESTMENT ADVISOR$14,219$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$11,884$02023

Related Form 5500 pages