2023 Form 5500 filing — Tax Deferred Annuity Plan Of Children'S Aid And Family Services, Inc.

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 20241015141913NAL0014818883001) for Tax Deferred Annuity Plan Of Children'S Aid And Family Services, Inc., reported by Children'S Aid And Family Services, Inc. under EIN 22-1487147 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,433,004
Participants136
Provider compensation$2531 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141913NAL0014818883001
Plan sponsor
Children'S Aid And Family Services, Inc.
EIN
22-1487147
Plan number
002
Location
Paramus, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$0
Participant$305.7K
Full reported line items
Total assets (EOY)
$8,433,004
Total liabilities (EOY)
$0
Net assets (EOY)
$8,433,004
Employer contributions
$0
Participant contributions
$305,693
Total income / additions
$1,722,735
Benefits paid
$1,521,910
Administrative expenses
$253
Total expenses
$1,522,163
Net increase / (decrease)
$200,572
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $253 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141913NAL0014818883001 cover?
It is the 2023 Form 5500 filing for Tax Deferred Annuity Plan Of Children'S Aid And Family Services, Inc., reported by Children'S Aid And Family Services, Inc. (EIN 22-1487147).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages