2023 Form 5500 filing — Child & Family Guidance Center 401(K) Retirement Savings Plan And Trust

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 20241001093503NAL0013291138001) for Child & Family Guidance Center 401(K) Retirement Savings Plan And Trust, reported by Child & Family Guidance Center under EIN 95-2217348 and plan number 001. It reports 384 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)$25.8MReported net assets$25,819,617
Participants384
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001093503NAL0013291138001
Plan sponsor
Child & Family Guidance Center
EIN
95-2217348
Plan number
001
Location
Northridge, CA
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)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$207.8K
Participant$1M
Full reported line items
Total assets (EOY)
$25,819,617
Total liabilities (EOY)
$0
Net assets (EOY)
$25,819,617
Employer contributions
$207,816
Participant contributions
$1,048,481
Total income / additions
$5,304,012
Benefits paid
$2,908,990
Administrative expenses
$2,360
Total expenses
$2,929,734
Net increase / (decrease)
$2,374,278

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pension Assurance LlpACCOUNTANT/AUDITOR$10,900not reported in the loaded dataset
Fidelity Workplace Services LLCPLAN ADMINISTRATOR-$12,876$0

Related Form 5500 pages