Serving Children And Adults In Need, Inc. 401(K) Plan — Form 5500 plan (Serving Children And Adults In Need, 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, Serving Children And Adults In Need, Inc. 401(K) Plan is a benefit plan reported by Serving Children And Adults In Need, Inc. under EIN 74-2245935 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $4,786,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Serving Children And Adults In Need, Inc.
EIN
74-2245935
Plan number
001
Plan type
2
Location
Laredo, TX
Latest filing year
2023
Participants
207
End-of-year plan assets
$4,786,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240523084110NAL0004957793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,786,766
Total liabilities (EOY)
$0
Net assets (EOY)
$4,786,766
Net assets (BOY)
$3,777,614

Income & contributions

Employer contributions
$304,016
Participant contributions
$236,132
Total contributions
$540,148
Total income / additions
$1,285,832

Expenses & distributions

Benefits paid
$222,282
Administrative expenses
$54,398
Total expenses
$276,680
Net increase / (decrease)
$1,009,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services, LLCNONE$24,957not reported in the loaded dataset2023
Cresta AdvisorsNONE$20,469not reported in the loaded dataset2023

Related Form 5500 pages