Child & Family Guidance Center 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Child & Family Guidance Center)

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 & Family Guidance Center 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Child & Family Guidance Center under EIN 95-2217348 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $25,819,617 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.8MPlan net assets, end of year$25,819,617
Participants384Covered participants reported
Assets / participant$67.2KComputed: assets ÷ participants$67,239 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Child & Family Guidance Center
EIN
95-2217348
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20241001093503NAL0013291138001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$207.8K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$25,819,617
Total liabilities (EOY)
$0
Net assets (EOY)
$25,819,617
Net assets (BOY)
$23,445,339

Income & contributions

Employer contributions
$207,816
Participant contributions
$1,048,481
Total contributions
$1,271,841
Total income / additions
$5,304,012

Expenses & distributions

Benefits paid
$2,908,990
Administrative expenses
$2,360
Total expenses
$2,929,734
Net increase / (decrease)
$2,374,278
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income55%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Assurance LlpACCOUNTANT/AUDITOR$10,900not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR-$12,876$02023

Related Form 5500 pages