2023 Form 5500 filing — Center For Organ Recovery & Education 401(K) Profit Sharing 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 20241014085314NAL0025763265001) for Center For Organ Recovery & Education 401(K) Profit Sharing Plan, reported by Center For Organ Recovery & Education under EIN 25-1332885 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085314NAL0025763265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Organ Recovery & Education
- EIN
- 25-1332885
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,883,262
- Total liabilities (EOY)
- $710
- Net assets (EOY)
- $28,882,552
- Employer contributions
- $1,620,508
- Participant contributions
- $1,043,136
- Total income / additions
- $7,165,259
- Benefits paid
- $1,520,403
- Administrative expenses
- $35,959
- Total expenses
- $1,556,362
- Net increase / (decrease)
- $5,608,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stratos Wealth Advisors LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $15,534 | $0 |
| M2b Retirement Consulting, LLC | TPA | $650 | not reported in the loaded dataset |