2023 Form 5500 filing — Child And Family Services Of Newport County 401(K) And 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 20250317152510NAL0003868962001) for Child And Family Services Of Newport County 401(K) And Profit Sharing Plan, reported by Child And Family Services Of Newport County under EIN 23-7058381 and plan number 003. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317152510NAL0003868962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child And Family Services Of Newport County
- EIN
- 23-7058381
- Plan number
- 003
- Location
- Middletown, RI
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,404,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,404,838
- Employer contributions
- $99,673
- Participant contributions
- $321,157
- Total income / additions
- $1,191,449
- Benefits paid
- $224,010
- Administrative expenses
- $35,505
- Total expenses
- $280,357
- Net increase / (decrease)
- $911,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $18,772 | $7 |
| The Angell Pension Group, Inc | TPA | $16,118 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |