Comtrea, Inc. 403(B) Retirement Plan — Form 5500 plan (Community Treatment Incorporated)
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, Comtrea, Inc. 403(B) Retirement Plan is a benefit plan reported by Community Treatment Incorporated under EIN 36-2800788 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $55,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Treatment Incorporated
- EIN
- 36-2800788
- Plan number
- 001
- Plan type
- 2
- Location
- Festus, MO
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $55,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20250414113540NAL0003028752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,009
- Net assets (BOY)
- $10,116,297
Income & contributions
- Employer contributions
- $9,350
- Participant contributions
- $38,152
- Total contributions
- $47,502
- Total income / additions
- $23,978
Expenses & distributions
- Benefits paid
- $10,071,130
- Administrative expenses
- $14,136
- Total expenses
- $10,085,266
- Net increase / (decrease)
- -$10,061,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $23,880 | $0 | 2023 |
| Stifel, Nicolaus & Company | INVESTMENT ADVISORY | $13,393 | $0 | 2023 |