Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan — Form 5500 plan (Criterion Child Enrichment 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, Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan is a benefit plan reported by Criterion Child Enrichment Inc. under EIN 22-2592997 and plan number 002. The latest loaded filing year is 2023. The filing reports 457 participants and $8,439,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Criterion Child Enrichment Inc.
- EIN
- 22-2592997
- Plan number
- 002
- Plan type
- 2
- Location
- Milford, MA
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $8,439,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20250402095116NAL0009602673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,439,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,439,731
- Net assets (BOY)
- $7,087,784
Income & contributions
- Participant contributions
- $435,992
- Total contributions
- $435,992
- Total income / additions
- $1,595,531
Expenses & distributions
- Benefits paid
- $243,534
- Administrative expenses
- $50
- Total expenses
- $243,584
- Net increase / (decrease)
- $1,351,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa- Teachers Insurance And Annuit | RECORDKEEPER | $125 | $0 | 2023 |