2023 Form 5500 filing — Klamath Child And Family Treatment Center Retirement 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 20250414181111NAL0002109569001) for Klamath Child And Family Treatment Center Retirement Plan, reported by Klamath Child And Family Treatment Center Inc under EIN 93-0753926 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414181111NAL0002109569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klamath Child And Family Treatment Center Inc
- EIN
- 93-0753926
- Plan number
- 001
- Location
- Klamath Falls, OR
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,494,324
- Total liabilities (EOY)
- $6,508
- Net assets (EOY)
- $6,487,816
- Employer contributions
- $472,434
- Participant contributions
- $606,981
- Total income / additions
- $2,047,433
- Benefits paid
- $1,396,317
- Administrative expenses
- $22,763
- Total expenses
- $1,493,554
- Net increase / (decrease)
- $553,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $24,674 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | INVESTMENT MGMT | $5,453 | not reported in the loaded dataset |