2023 Form 5500 filing — Community Guidance Center Tax Sheltered Annuity 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 20241011121301NAL0022718305001) for Community Guidance Center Tax Sheltered Annuity 403(B) Plan, reported by Community Guidance Center under EIN 25-1096780 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121301NAL0022718305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Guidance Center
- EIN
- 25-1096780
- Plan number
- 002
- Location
- Indiana, PA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,253,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,253,650
- Employer contributions
- $246,828
- Participant contributions
- $316,434
- Total income / additions
- $1,445,333
- Benefits paid
- $554,707
- Administrative expenses
- $25,287
- Total expenses
- $579,994
- Net increase / (decrease)
- $865,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Institutions Inc | INVESTMENT ADVISOR | $20,127 | not reported in the loaded dataset |