2023 Form 5500 filing — Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) 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 20250402095116NAL0009602673001) for Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan, reported by Criterion Child Enrichment Inc. under EIN 22-2592997 and plan number 002. It reports 457 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$8,439,731
Participants457
Provider compensation$1251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402095116NAL0009602673001
Plan sponsor
Criterion Child Enrichment Inc.
EIN
22-2592997
Plan number
002
Location
Milford, MA
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$243.6K
Benefits paid / distributions$243.5K
Contributions
EmployerNot reported
Participant$436K
Full reported line items
Total assets (EOY)
$8,439,731
Total liabilities (EOY)
$0
Net assets (EOY)
$8,439,731
Participant contributions
$435,992
Total income / additions
$1,595,531
Benefits paid
$243,534
Administrative expenses
$50
Total expenses
$243,584
Net increase / (decrease)
$1,351,947

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa- Teachers Insurance And AnnuitRECORDKEEPER$125$0

Related Form 5500 pages