The Caring Community Of Ct, Inc. 403(B) Plan — Form 5500 plan (The Caring Community Of Ct, 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 Caring Community Of Ct, Inc. 403(B) Plan is a benefit plan reported by The Caring Community Of Ct, Inc. under EIN 22-2583035 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $4,518,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Caring Community Of Ct, Inc.
EIN
22-2583035
Plan number
001
Plan type
2
Location
Colchester, CT
Latest filing year
2023
Participants
311
End-of-year plan assets
$4,518,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20250415160030NAL0003579425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,518,166
Total liabilities (EOY)
$0
Net assets (EOY)
$4,518,166
Net assets (BOY)
$3,526,692

Income & contributions

Employer contributions
$333,843
Participant contributions
$177,898
Total contributions
$511,741
Total income / additions
$1,111,667

Expenses & distributions

Benefits paid
$100,320
Administrative expenses
$19,873
Total expenses
$120,193
Net increase / (decrease)
$991,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The David J. Yvars GroupADVISOR$13,922not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$5,951$02023

Related Form 5500 pages