Plan5500

Carson Valley Childrens Aid — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Carson Valley Childrens Aid (EIN 23-1352623) is a plan sponsor located in Flourtown, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1352623
Location
Flourtown, PA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.9MSummed across loaded plans$12,941,634
Total reported assets$11.8M$11,765,647
Total reported participants614
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$12.9MLiabilities$0
Contributions & income
Employer contributions$229.3K
Participant contributions$346.4K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$817.8K
Total expenses$829K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Carson Valley Childrens Aid 403(B) Plan
Participants per plan614Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Carson Valley Childrens Aid 403(B) Plan$11.8M
    Plan #001 · 614 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carson Valley Childrens Aid
YearPlanParticipantsSchedulesFiling
2023Carson Valley Childrens Aid 403(B) Plan614H, C20240701125900NAL0005367456001
2023Carson Valley Childrens Aid 403(B) Plan597H, C20250801145713NAL0006337681001

Related Form 5500 pages