Citizens Disability 401(K) Plan — Form 5500 plan (Citizens Disability, LLC)
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, Citizens Disability 401(K) Plan is a benefit plan reported by Citizens Disability, LLC under EIN 27-2970935 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $4,215,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Disability, LLC
- EIN
- 27-2970935
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $4,215,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240919125052NAL0002352403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,215,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,215,965
- Net assets (BOY)
- $3,098,872
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $592,290
- Total contributions
- $592,290
- Total income / additions
- $1,261,088
Expenses & distributions
- Benefits paid
- $91,593
- Administrative expenses
- $52,402
- Total expenses
- $143,995
- Net increase / (decrease)
- $1,117,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,567 | $0 | 2023 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $17,495 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,075 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $662 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens Disability, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation