The Childrens Center For Developmental Enrichment (Ccde)/Oakstone Academy 401k Plan — Form 5500 plan (Ccde/Oakstone Academy)
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, The Childrens Center For Developmental Enrichment (Ccde)/Oakstone Academy 401k Plan is a benefit plan reported by Ccde/Oakstone Academy under EIN 31-1666674 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,902,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ccde/Oakstone Academy
- EIN
- 31-1666674
- Plan number
- 001
- Plan type
- 2
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $5,902,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241011135056NAL0012557315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,902,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,902,018
- Net assets (BOY)
- $5,675,696
Income & contributions
- Employer contributions
- $188,861
- Participant contributions
- $302,636
- Total contributions
- $491,497
- Total income / additions
- $1,553,860
Expenses & distributions
- Benefits paid
- $1,301,625
- Administrative expenses
- $25,913
- Total expenses
- $1,327,538
- Net increase / (decrease)
- $226,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisors | INVESTMENT ADVISOR | $15,298 | $0 | 2023 |
| Capital Research Managment Co | RECORDKEEPER | $4,584 | $0 | 2023 |
| Rea & Associates | TPA | $3,100 | $0 | 2023 |