Center For Transforming Lives — 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, Center For Transforming Lives (EIN 75-0829389) is a plan sponsor located in Fort Worth, TX with 3 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
75-0829389
Location
Fort Worth, TX
Loaded plans
3
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 Center For Transforming Lives

  • 3 loaded plans hold $2.6M in reported assets.
  • The largest, Center For Transforming Lives 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 399 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,604,075
Total reported assets$2.6M$2,604,075
Total reported participants399
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributions$336.4K
Participant contributions$234.2K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$296.4K
Total expenses$311.5K
Net increase / (decrease)$693.7K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Center For Transforming Lives 401(K) Plan
Participants per plan133Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 185 participants · 2023
  2. 2
    Center For Transforming Lives Medical Plannot reported in the loaded dataset
    Plan #502 · 113 participants · 2023
  3. 3
    Center For Transforming Lives Welfare Plannot reported in the loaded dataset
    Plan #501 · 101 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Center For Transforming Lives. Open one for its full reported snapshot.

  1. 2023
    Center For Transforming Lives Welfare Plan101 participants · 2No schedules
    View filing →
  2. 2023
    Center For Transforming Lives Welfare Plan123 participants · 2No schedules
    View filing →
  3. 2023
    Center For Transforming Lives 401(K) Plan185 participants · 2Sch HSch C
    View filing →
  4. 2023
    Center For Transforming Lives Medical Plan113 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Center For Transforming Lives report on Form 5500?
Center For Transforming Lives (EIN 75-0829389) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Center For Transforming Lives?
The Employer Identification Number (EIN) reported for Center For Transforming Lives is 75-0829389.
What is the latest Form 5500 filing year for Center For Transforming Lives?
The latest loaded Form 5500 filing year for Center For Transforming Lives is 2023.

Related Form 5500 pages