Celebrate The Children, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Celebrate The Children, 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, Celebrate The Children, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Celebrate The Children, Inc. under EIN 55-0804200 and plan number 002. The latest loaded filing year is 2023. The filing reports 372 participants and $9,769,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Celebrate The Children, Inc.
- EIN
- 55-0804200
- Plan number
- 002
- Plan type
- 2
- Location
- Denville, NJ
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $9,769,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250415142706NAL0001473235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,769,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,769,179
- Net assets (BOY)
- $8,506,764
Income & contributions
- Employer contributions
- $329,074
- Participant contributions
- $545,159
- Total contributions
- $874,842
- Total income / additions
- $1,917,048
Expenses & distributions
- Benefits paid
- $604,164
- Administrative expenses
- $50,469
- Total expenses
- $654,633
- Net increase / (decrease)
- $1,262,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $49,376 | $0 | 2023 |
| Corner Stone Planning | SERVICE PROVIDER | $21,704 | not reported in the loaded dataset | 2023 |
| Red Bank Pension Services, Inc. | ADMIN | $6,827 | $4,327 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Celebrate The Children, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Denville, NJ
- Empower Annuity Insurance Co. — Schedule C compensation
- Corner Stone Planning — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation