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 Carey Counseling Center, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Carey Counseling Center, Inc. under EIN 62-0851889 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $8,148,190 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,148,190
- Net assets (EOY)
- $8,148,190
- Net assets (BOY)
- $6,745,106
Income & contributions
- Employer contributions
- $460,935
- Participant contributions
- $331,182
- Total contributions
- $792,117
- Total income / additions
- $1,776,350
Expenses & distributions
- Benefits paid
- $329,719
- Administrative expenses
- $29,542
- Total expenses
- $373,266
- Net increase / (decrease)
- $1,403,084