2023 Form 5500 filing — Child And Family Focus Inc, 401(K) Retirement 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 20240923093812NAL0023155234001) for Child And Family Focus Inc, 401(K) Retirement Plan, reported by Child And Family Focus, Inc. under EIN 23-3052759 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923093812NAL0023155234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child And Family Focus, Inc.
- EIN
- 23-3052759
- Plan number
- 001
- Location
- Audubon, PA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,583,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,583,847
- Employer contributions
- $270,548
- Participant contributions
- $281,465
- Total income / additions
- $1,332,918
- Benefits paid
- $254,048
- Administrative expenses
- $23,589
- Total expenses
- $277,637
- Net increase / (decrease)
- $1,055,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services LLC | INVESTMENT ADVISORY-PLAN | $18,425 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $3,954 | $0 |
| The Paragon Alliance Group, LLC | RECORDKEEPER | $1,210 | $0 |