2023 Form 5500 filing — Ccres 403(B) 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 20241011103727NAL0043995746001) for Ccres 403(B) Plan, reported by Ccres under EIN 23-3011813 and plan number 001. It reports 1,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011103727NAL0043995746001
Filing year
2023
Form type
2
Plan sponsor
Ccres
EIN
23-3011813
Plan number
001
Location
Downingtown, PA
Participants
1,500
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,659,761
Total liabilities (EOY)
$0
Net assets (EOY)
$3,659,761
Employer contributions
$135,706
Participant contributions
$504,263
Total income / additions
$1,142,352
Benefits paid
$328,399
Administrative expenses
$21,246
Total expenses
$357,006
Net increase / (decrease)
$785,346
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$21,246$0

Related Form 5500 pages