Csac 403(B) Retirement Plan — Form 5500 plan (Counseling Service Of Addison County, Inc.)
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, Csac 403(B) Retirement Plan is a benefit plan reported by Counseling Service Of Addison County, Inc. under EIN 03-0212396 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $16,175,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Counseling Service Of Addison County, Inc.
- EIN
- 03-0212396
- Plan number
- 001
- Plan type
- 2
- Location
- Middlebury, VT
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $16,175,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20250122125319NAL0004473281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,175,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,175,927
- Net assets (BOY)
- $13,839,312
Income & contributions
- Employer contributions
- $375,755
- Participant contributions
- $764,556
- Total contributions
- $1,143,555
- Total income / additions
- $3,166,454
Expenses & distributions
- Benefits paid
- $770,725
- Administrative expenses
- $59,114
- Total expenses
- $829,839
- Net increase / (decrease)
- $2,336,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,274 | $0 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $29,615 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Counseling Service Of Addison County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Middlebury, VT
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation