Plan5500

Community Counseling Of Bristol County, Inc. Savings Plan — Form 5500 plan (Community Counseling Of Bristol 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, Community Counseling Of Bristol County, Inc. Savings Plan is a benefit plan reported by Community Counseling Of Bristol County, Inc. under EIN 04-3035697 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,031 participants and $20,992,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Counseling Of Bristol County, Inc.
EIN
04-3035697
Plan number
001
Plan type
2
Location
Taunton, MA
Latest filing year
2023
Participants
1,031
End-of-year plan assets
$20,992,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,031H, C20241015123338NAL0049408848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,992,147
Net assets (EOY)
$20,992,147
Net assets (BOY)
$17,495,647

Income & contributions

Employer contributions
$1,271,498
Participant contributions
$1,946,979
Total contributions
$3,506,512
Total income / additions
$6,384,396

Expenses & distributions

Benefits paid
$2,751,755
Administrative expenses
$136,141
Total expenses
$2,887,896
Net increase / (decrease)
$3,496,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchBROKER DEALER OF ADVISORnot reported in the loaded dataset$35,4482023
Aegis Retirement Partners, LLCTPAnot reported in the loaded dataset$8,4992023

Related Form 5500 pages