Codac Health, Recovery & Wellness, Inc. 403(B) Plan — Form 5500 plan (Codac Health, Recovery & Wellness, Nc.)
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, Codac Health, Recovery & Wellness, Inc. 403(B) Plan is a benefit plan reported by Codac Health, Recovery & Wellness, Nc. under EIN 23-7086112 and plan number 002. The latest loaded filing year is 2023. The filing reports 521 participants and $9,795,034 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,795,034
Participants521Covered participants reported
Assets / participant$18.8KComputed: assets ÷ participants$18,800 (computed)
Provider compensation$54.7K3 Schedule C provider row(s)$54,701
- Plan sponsor
- Codac Health, Recovery & Wellness, Nc.
- EIN
- 23-7086112
- Plan number
- 002
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241015170656NAL0030442593001 |
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,795,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,795,034
- Net assets (BOY)
- $8,542,734
Income & contributions
- Employer contributions
- $379,986
- Participant contributions
- $1,134,372
- Total contributions
- $1,532,955
- Total income / additions
- $2,870,732
Expenses & distributions
- Benefits paid
- $1,605,402
- Administrative expenses
- $12,741
- Total expenses
- $1,618,432
- Net increase / (decrease)
- $1,252,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $30,241 | not reported in the loaded dataset | 2023 |
| Nationwide | NONE | $9,078 | $8,260 | 2023 |
| Ach Retirement Plan Consultants, In | NONE | $7,122 | not reported in the loaded dataset | 2023 |