2023 Form 5500 filing — The Childrens Center For Developmental Enrichment (Ccde)/Oakstone Academy 401k 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 20241011135056NAL0012557315001) for The Childrens Center For Developmental Enrichment (Ccde)/Oakstone Academy 401k Plan, reported by Ccde/Oakstone Academy under EIN 31-1666674 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135056NAL0012557315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ccde/Oakstone Academy
- EIN
- 31-1666674
- Plan number
- 001
- Location
- Westerville, OH
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,902,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,902,018
- Employer contributions
- $188,861
- Participant contributions
- $302,636
- Total income / additions
- $1,553,860
- Benefits paid
- $1,301,625
- Administrative expenses
- $25,913
- Total expenses
- $1,327,538
- Net increase / (decrease)
- $226,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisors | INVESTMENT ADVISOR | $15,298 | $0 |
| Capital Research Managment Co | RECORDKEEPER | $4,584 | $0 |
| Rea & Associates | TPA | $3,100 | $0 |