Coordinated Family Care 401(K) Plan — Form 5500 plan (Coordinated Family Care Of Middlesex County)
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, Coordinated Family Care 401(K) Plan is a benefit plan reported by Coordinated Family Care Of Middlesex County under EIN 22-3829444 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $5,742,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coordinated Family Care Of Middlesex County
- EIN
- 22-3829444
- Plan number
- 001
- Plan type
- 2
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $5,742,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20250325114258NAL0007669091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,742,114
- Net assets (EOY)
- $5,742,114
- Net assets (BOY)
- $4,755,859
Income & contributions
- Employer contributions
- $270,631
- Participant contributions
- $382,212
- Total contributions
- $721,483
- Total income / additions
- $1,605,438
Expenses & distributions
- Benefits paid
- $591,958
- Administrative expenses
- $27,225
- Total expenses
- $619,183
- Net increase / (decrease)
- $986,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,519 | $0 | 2023 |
| Sagepoint Financial Inc | INVESTMENT ADVISORY | $0 | $6,090 | 2023 |
| Intac Actuarial Services Inc | CONTRACT ADMINISTRATOR | $2,857 | $39 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coordinated Family Care Of Middlesex County
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Brunswick, NJ
- Principal Life Insurance Company — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Intac Actuarial Services Inc — Schedule C compensation