Clm Center For Life Management Tax Sheltered Annuity Plan — Form 5500 plan (Clm Center For Life Management)
Plain-English plan 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, Clm Center For Life Management Tax Sheltered Annuity Plan is a benefit plan reported by Clm Center For Life Management under EIN 02-0301530 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $10,862,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clm Center For Life Management
- EIN
- 02-0301530
- Plan number
- 001
- Plan type
- 2
- Location
- Derry, NH
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $10,862,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241014065837NAL0045180432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,862,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,862,499
- Net assets (BOY)
- $8,945,190
Income & contributions
- Employer contributions
- $226,226
- Participant contributions
- $548,142
- Total contributions
- $775,809
- Total income / additions
- $2,575,932
Expenses & distributions
- Benefits paid
- $646,438
- Administrative expenses
- $12,185
- Total expenses
- $658,623
- Net increase / (decrease)
- $1,917,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Direct | NONE | $12,185 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $0 | $6,226 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |