The Center Retirement Plan — Form 5500 plan (The Center For Individual & Family 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, The Center Retirement Plan is a benefit plan reported by The Center For Individual & Family Services under EIN 34-1190641 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $6,420,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Center For Individual & Family Services
- EIN
- 34-1190641
- Plan number
- 001
- Plan type
- 2
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $6,420,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20251215123024NAL0000698595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,420,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,420,262
- Net assets (BOY)
- $5,623,948
Income & contributions
- Employer contributions
- $184,096
- Participant contributions
- $326,169
- Total contributions
- $595,678
- Total income / additions
- $1,558,427
Expenses & distributions
- Benefits paid
- $731,591
- Administrative expenses
- $30,522
- Total expenses
- $762,113
- Net increase / (decrease)
- $796,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consolidated Financial | NONE | $18,394 | not reported in the loaded dataset | 2023 |
| July Business Services, LLC | NONE | $6,300 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Center For Individual & Family Services
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mansfield, OH
- Consolidated Financial — Schedule C compensation
- July Business Services, LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation