2023 Form 5500 filing — Serving Children And Adults In Need, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523084110NAL0004957793001) for Serving Children And Adults In Need, Inc. 401(K) Plan, reported by Serving Children And Adults In Need, Inc. under EIN 74-2245935 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,786,766
Participants207
Provider compensation$45.4K2 Schedule C row(s)$45,426
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240523084110NAL0004957793001
- Plan sponsor
- Serving Children And Adults In Need, Inc.
- EIN
- 74-2245935
- Plan number
- 001
- Location
- Laredo, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,786,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,786,766
- Employer contributions
- $304,016
- Participant contributions
- $236,132
- Total income / additions
- $1,285,832
- Benefits paid
- $222,282
- Administrative expenses
- $54,398
- Total expenses
- $276,680
- Net increase / (decrease)
- $1,009,152
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services, LLC | NONE | $24,957 | not reported in the loaded dataset |
| Cresta Advisors | NONE | $20,469 | not reported in the loaded dataset |