How many benefit plans does Client Centric Advisors, Inc. report on Form 5500?

Client Centric Advisors, Inc. (EIN 46-2076285) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Client Centric Advisors, Inc.?

The Employer Identification Number (EIN) reported for Client Centric Advisors, Inc. is 46-2076285.

What is the latest Form 5500 filing year for Client Centric Advisors, Inc.?

The latest loaded Form 5500 filing year for Client Centric Advisors, Inc. is 2023.

Client Centric Advisors, Inc. — 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, Client Centric Advisors, Inc. (EIN 46-2076285) is a plan sponsor located in West Nyack, NY 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: 46-2076285
Location: West Nyack, NY
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Client Centric Advisors, Inc.

1 loaded plans hold $3.3M in reported assets.
The largest, Client Centric Advisors, Inc. Profit Sharing 401k Plan, holds 100% of this company's reported plan assets.
Plans cover 5 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,287,191

Total reported assets$3.3M$3,287,191

Total reported participants5

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets

Net assets$3.3MLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$15K

Total income / additions$1.3M

Expenses & distributions

Benefits paid / distributions$5K

Total expenses$91K

Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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%Client Centric Advisors, Inc. Profit Sharing 401k Plan

Participants per plan5Average 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
Client Centric Advisors, Inc. Profit Sharing 401k Plan$3.3M
Plan #002 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Client Centric Advisors, Inc.. Open one for its full reported snapshot.

2023
Client Centric Advisors, Inc. Profit Sharing 401k Plan5 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Client Centric Advisors, Inc. report on Form 5500?: Client Centric Advisors, Inc. (EIN 46-2076285) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Client Centric Advisors, Inc.?: The Employer Identification Number (EIN) reported for Client Centric Advisors, Inc. is 46-2076285.
What is the latest Form 5500 filing year for Client Centric Advisors, Inc.?: The latest loaded Form 5500 filing year for Client Centric Advisors, Inc. is 2023.