Child & Family Services, Inc. 401(K) Plan — Form 5500 plan (Child & Family Services, 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, Child & Family Services, Inc. 401(K) Plan is a benefit plan reported by Child & Family Services, Inc. under EIN 04-2104754 and plan number 002. The latest loaded filing year is 2023. The filing reports 660 participants and $17,619,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child & Family Services, Inc.
- EIN
- 04-2104754
- Plan number
- 002
- Plan type
- 2
- Location
- New Bedford, MA
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $17,619,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20240827150116NAL0006169075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,619,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,619,102
- Net assets (BOY)
- $14,979,680
Income & contributions
- Employer contributions
- $674,300
- Participant contributions
- $1,367,708
- Total contributions
- $2,511,569
- Total income / additions
- $4,474,936
Expenses & distributions
- Benefits paid
- $1,723,763
- Administrative expenses
- $110,086
- Total expenses
- $1,835,514
- Net increase / (decrease)
- $2,639,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,487 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $30,690 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,909 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child & Family Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in New Bedford, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation