Carson Valley Childrens Aid 403(B) Plan — Form 5500 plan (Carson Valley Childrens Aid)
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, Carson Valley Childrens Aid 403(B) Plan is a benefit plan reported by Carson Valley Childrens Aid under EIN 23-1352623 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $11,765,647 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.9MPlan net assets, end of year$12,941,634
Participants614Covered participants reported
Assets / participant$21.1KComputed: assets ÷ participants$21,078 (computed)
Provider compensation$8.9K2 Schedule C provider row(s)$8,892
- Plan sponsor
- Carson Valley Childrens Aid
- EIN
- 23-1352623
- Plan number
- 001
- Plan type
- 2
- Location
- Flourtown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20240701125900NAL0005367456001 |
| 2023 | 597 | H, C | 20250801145713NAL0006337681001 |
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)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,941,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,941,634
- Net assets (BOY)
- $11,600,276
Income & contributions
- Employer contributions
- $229,253
- Participant contributions
- $346,377
- Total contributions
- $576,748
- Total income / additions
- $2,170,317
Expenses & distributions
- Benefits paid
- $817,813
- Administrative expenses
- $8,310
- Total expenses
- $828,959
- Net increase / (decrease)
- $1,341,358
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $6,509 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $2,383 | $0 | 2023 |