2023 Form 5500 filing — Citizens For Citizens, Inc. Tax Sheltered Annuity 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 20241015080924NAL0027803121001) for Citizens For Citizens, Inc. Tax Sheltered Annuity Plan, reported by Citizens For Citizens, Inc. under EIN 04-6134724 and plan number 004. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080924NAL0027803121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens For Citizens, Inc.
- EIN
- 04-6134724
- Plan number
- 004
- Location
- Fall River, MA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,909,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,465
- Employer contributions
- $326,563
- Participant contributions
- $456,194
- Total income / additions
- $2,052,364
- Benefits paid
- $1,082,524
- Administrative expenses
- $44,635
- Total expenses
- $1,127,159
- Net increase / (decrease)
- $925,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,635 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $19,954 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |