2023 Form 5500 filing — Children'S Clinics For Rehabilitative Services 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 20240925101627NAL0014149569001) for Children'S Clinics For Rehabilitative Services 401(K) Plan, reported by Childrens Clinics For Rehabilitative Services under EIN 86-0667510 and plan number 001. It reports 157 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)$7.9MReported net assets$7,935,031
Participants157
Provider compensation$96.8K3 Schedule C row(s)$96,778
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925101627NAL0014149569001
- Plan sponsor
- Childrens Clinics For Rehabilitative Services
- EIN
- 86-0667510
- Plan number
- 001
- Location
- Tucson, AZ
- 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)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,935,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,935,031
- Employer contributions
- $247,159
- Participant contributions
- $512,538
- Total income / additions
- $1,968,291
- Benefits paid
- $473,446
- Administrative expenses
- $65,258
- Total expenses
- $538,704
- Net increase / (decrease)
- $1,429,587
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins. & Annuity Co | RECORDKEEPER | $65,258 | $0 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $0 | $25,256 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMINISTRATO | $0 | $6,264 |