The Mary Cariola Children'S Center 403(B) Retirement Plan — Form 5500 plan (Mary Cariola Children'S 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, The Mary Cariola Children'S Center 403(B) Retirement Plan is a benefit plan reported by Mary Cariola Children'S Center, Inc. under EIN 16-0771078 and plan number 004. The latest loaded filing year is 2023. The filing reports 735 participants and $9,842,091 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,842,091
Participants735Covered participants reported
Assets / participant$13.4KComputed: assets ÷ participants$13,391 (computed)
Provider compensation$21.3K1 Schedule C provider row(s)$21,255
- Plan sponsor
- Mary Cariola Children'S Center, Inc.
- EIN
- 16-0771078
- Plan number
- 004
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 735 | H, C | 20241015084501NAL0029048609001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,842,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,842,091
- Net assets (BOY)
- $8,136,655
Income & contributions
- Participant contributions
- $933,495
- Total contributions
- $970,525
- Total income / additions
- $2,464,976
Expenses & distributions
- Benefits paid
- $738,285
- Administrative expenses
- $21,255
- Total expenses
- $759,540
- Net increase / (decrease)
- $1,705,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Canandaigua National Bank & Trust | NONE | $21,255 | $0 | 2023 |