Clinical And Support Options, Inc. 403(B) Plan — Form 5500 plan (Clinical & Support Options, 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, Clinical And Support Options, Inc. 403(B) Plan is a benefit plan reported by Clinical & Support Options, Inc. under EIN 04-2206041 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $12,759,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clinical & Support Options, Inc.
EIN
04-2206041
Plan number
001
Plan type
2
Location
Northampton, MA
Latest filing year
2023
Participants
647
End-of-year plan assets
$12,759,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023647H, C20250401121927NAL0003998339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,759,710
Total liabilities (EOY)
$0
Net assets (EOY)
$12,759,710
Net assets (BOY)
$10,606,063

Income & contributions

Employer contributions
$551,045
Participant contributions
$1,055,560
Total contributions
$1,646,388
Total income / additions
$3,221,813

Expenses & distributions

Benefits paid
$1,030,645
Administrative expenses
$19,878
Total expenses
$1,068,166
Net increase / (decrease)
$2,153,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$21,863$02023
Pension Consultants, Inc.THIRD PARTY ADMIN$3,505$5,6012023

Related Form 5500 pages