Credo Community Center For The Treatment Of Addictions Inc 401k Profit Sharing Plan — Form 5500 plan (Credo Community Center For The Treatment Of Addictions 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, Credo Community Center For The Treatment Of Addictions Inc 401k Profit Sharing Plan is a benefit plan reported by Credo Community Center For The Treatment Of Addictions Inc under EIN 16-1012469 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $2,953,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credo Community Center For The Treatment Of Addictions Inc
EIN
16-1012469
Plan number
001
Plan type
2
Location
Watertown, NY
Latest filing year
2023
Participants
173
End-of-year plan assets
$2,953,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241015100831NAL0016116339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,953,378
Total liabilities (EOY)
$7,823
Net assets (EOY)
$2,945,555
Net assets (BOY)
$2,656,151

Income & contributions

Employer contributions
$200,918
Participant contributions
$247,982
Total contributions
$470,574
Total income / additions
$909,240

Expenses & distributions

Benefits paid
$593,581
Administrative expenses
$26,255
Total expenses
$619,836
Net increase / (decrease)
$289,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Financial Services LLCNONE$23,531not reported in the loaded dataset2023

Related Form 5500 pages