2023 Form 5500 filing — Dubois Continuum Of Care Community, Inc. 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 20241015070434NAL0027740513001) for Dubois Continuum Of Care Community, Inc. 403(B) Plan, reported by Dubois Continuum Of Care Community, Inc. under EIN 25-1352326 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070434NAL0027740513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dubois Continuum Of Care Community, Inc.
- EIN
- 25-1352326
- Plan number
- 001
- Location
- Dubois, PA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,246,788
- Total liabilities (EOY)
- $1,265
- Net assets (EOY)
- $2,245,523
- Employer contributions
- $19,764
- Participant contributions
- $138,096
- Total income / additions
- $470,923
- Benefits paid
- $195,519
- Administrative expenses
- $27,372
- Total expenses
- $223,020
- Net increase / (decrease)
- $247,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $14,787 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $7,091 | $0 |
| Variable Annuity Life Insurance Co. | CONTRACT ADM RECORDKEEPER | $4,454 | $0 |
| Empower Annuity Insurance Co. | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |