2023 Form 5500 filing — Codac Health, Recovery & Wellness, 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 20241015170656NAL0030442593001) for Codac Health, Recovery & Wellness, Inc. 403(B) Plan, reported by Codac Health, Recovery & Wellness, Nc. under EIN 23-7086112 and plan number 002. It reports 521 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)$9.8MReported net assets$9,795,034
Participants521
Provider compensation$54.7K3 Schedule C row(s)$54,701
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015170656NAL0030442593001
- Plan sponsor
- Codac Health, Recovery & Wellness, Nc.
- EIN
- 23-7086112
- Plan number
- 002
- Location
- Tucson, AZ
- Received date
- not reported in the loaded dataset
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,795,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,795,034
- Employer contributions
- $379,986
- Participant contributions
- $1,134,372
- Total income / additions
- $2,870,732
- Benefits paid
- $1,605,402
- Administrative expenses
- $12,741
- Total expenses
- $1,618,432
- Net increase / (decrease)
- $1,252,300
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $30,241 | not reported in the loaded dataset |
| Nationwide | NONE | $9,078 | $8,260 |
| Ach Retirement Plan Consultants, In | NONE | $7,122 | not reported in the loaded dataset |