Community Guidance Center Tax Sheltered Annuity 403(B) Plan — Form 5500 plan (Community Guidance Center)
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, Community Guidance Center Tax Sheltered Annuity 403(B) Plan is a benefit plan reported by Community Guidance Center under EIN 25-1096780 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $6,253,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Guidance Center
- EIN
- 25-1096780
- Plan number
- 002
- Plan type
- 2
- Location
- Indiana, PA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $6,253,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241011121301NAL0022718305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,253,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,253,650
- Net assets (BOY)
- $5,388,311
Income & contributions
- Employer contributions
- $246,828
- Participant contributions
- $316,434
- Total contributions
- $563,262
- Total income / additions
- $1,445,333
Expenses & distributions
- Benefits paid
- $554,707
- Administrative expenses
- $25,287
- Total expenses
- $579,994
- Net increase / (decrease)
- $865,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Institutions Inc | INVESTMENT ADVISOR | $20,127 | not reported in the loaded dataset | 2023 |