2023 Form 5500 filing — Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity
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 20250406072058NAL0016800993001) for Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity, reported by Crossroads Lake County Adolescent Counseling under EIN 34-1458441 and plan number 001. It reports 379 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)$8.8MReported net assets$8,816,801
Participants379
Provider compensation$114K3 Schedule C row(s)$113,962
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250406072058NAL0016800993001
- Plan sponsor
- Crossroads Lake County Adolescent Counseling
- EIN
- 34-1458441
- Plan number
- 001
- Location
- Mentor, OH
- 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)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,816,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,816,801
- Employer contributions
- $375,687
- Participant contributions
- $691,873
- Total income / additions
- $2,437,151
- Benefits paid
- $1,019,935
- Administrative expenses
- $78,396
- Total expenses
- $1,098,331
- Net increase / (decrease)
- $1,338,820
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,196 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $19,220 |
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $2,200 | $16,346 |