Plan5500

Retirement Plan For Employees Of Mary Cariola Children'S Center, Inc. — Form 5500 plan (Mary Cariola Childrens Center, 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, Retirement Plan For Employees Of Mary Cariola Children'S Center, Inc. is a benefit plan reported by Mary Cariola Childrens Center, Inc. under EIN 16-0771078 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $11,004,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mary Cariola Childrens Center, Inc.
EIN
16-0771078
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
276
End-of-year plan assets
$11,004,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241015105343NAL0016181987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,004,117
Total liabilities (EOY)
$0
Net assets (EOY)
$11,004,117
Net assets (BOY)
$9,661,327

Income & contributions

Employer contributions
$564,385
Total contributions
$564,385
Total income / additions
$2,085,973

Expenses & distributions

Benefits paid
$695,032
Administrative expenses
$48,151
Total expenses
$743,183
Net increase / (decrease)
$1,342,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Qci Asset Management Inc.NONE$37,633not reported in the loaded dataset2023

Related Form 5500 pages