Cades Defined Contribution Retirement Plan — Form 5500 plan (Children And Adult Disability And Educational Services)
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, Cades Defined Contribution Retirement Plan is a benefit plan reported by Children And Adult Disability And Educational Services under EIN 23-1409677 and plan number 003. The latest loaded filing year is 2023. The filing reports 450 participants and $7,654,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children And Adult Disability And Educational Services
- EIN
- 23-1409677
- Plan number
- 003
- Plan type
- 2
- Location
- Swarthmore, PA
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $7,654,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20250408161253NAL0011330819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,654,006
- Total liabilities (EOY)
- $160
- Net assets (EOY)
- $7,653,846
- Net assets (BOY)
- $4,905,554
Income & contributions
- Employer contributions
- $1,057,564
- Participant contributions
- $781,972
- Total contributions
- $2,145,291
- Total income / additions
- $2,915,118
Expenses & distributions
- Benefits paid
- $152,908
- Administrative expenses
- $13,918
- Total expenses
- $166,826
- Net increase / (decrease)
- $2,748,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $12,656 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,302 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity Management & Research Comp | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children And Adult Disability And Educational Services
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Swarthmore, PA
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity Management & Research Comp — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation