Retirement plan

TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES FOR CHILDREN, INC.

Name: COMMUNITY SERVICES FOR CHILDREN, INC. - TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES FOR CHILDREN, INC. (2024) Form 5500
Creator: COMMUNITY SERVICES FOR CHILDREN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES FOR CHILDREN, INC., COMMUNITY SERVICES FOR CHILDREN, INC.

COMMUNITY SERVICES FOR CHILDREN, INC.EIN 23-2204725Plan #004PY 2024

1520 HANOVER AVE - ALLENTOWN, PA 181092360610-437-6000cscinc.orgLinkedIn201-500 employeeseducation management

Other plans on this EIN

2 filings

#001Retirement-$20.2M assets #002Retirement-$536K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$340K

+62.2% from 2023

Total participants

0.0% from 2023

Average account balance

$42,528

+62.2% from 2023

Annual return

15.17%

-9.79 pp from 2023

Benchmarks

See 109,631 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,631 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$340K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$43K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2L

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14

$2 / participant

Other / not subdivided$14100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,528

$183,592-76.8%

$155,567-72.7%

$145,959-70.9%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

15.17%

61.24%-46.1pp

64.74%-49.6pp

561.95%-546.8pp

Employer contribution / active EE

$5,315-100.0%

$4,674-100.0%

$4,661-100.0%

Participant deferral / active EE

$14,082

$6,464+117.9%

$5,628+150.2%

$6,689+110.5%

Admin fee / account holder

$19,318-100.0%

$15,916-100.0%

$13,398-100.0%

TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES FOR CHILDREN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES FOR CHILDREN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion