Child Care Resource And Referral, Inc. Matched Savings Retirement Plan — Form 5500 plan (Child Care Resource & Referral, Inc.)

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, Child Care Resource And Referral, Inc. Matched Savings Retirement Plan is a benefit plan reported by Child Care Resource & Referral, Inc. under EIN 41-0987753 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $6,288,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child Care Resource & Referral, Inc.
EIN
41-0987753
Plan number
002
Plan type
2
Location
Rochester, MN
Latest filing year
2023
Participants
229
End-of-year plan assets
$6,288,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20240912102050NAL0008388545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,288,822
Total liabilities (EOY)
$0
Net assets (EOY)
$6,288,822
Net assets (BOY)
$4,983,349

Income & contributions

Employer contributions
$336,886
Participant contributions
$345,200
Total contributions
$694,453
Total income / additions
$1,670,621

Expenses & distributions

Benefits paid
$315,949
Administrative expenses
$49,199
Total expenses
$365,148
Net increase / (decrease)
$1,305,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideFUND COMPANY HOLDING ASS$39,804$9502023
Park Avenue SecuritiesINVESTMENT PROFESSIONAL$0$13,5662023
Tsc, Inc.TPA$9,396$02023

Related Form 5500 pages