Original filing (PDF)20250912092149NAL0000838913002

CAREY COUNSELING CENTER, INC.

Name: CAREY COUNSELING CENTER, INC. — THE CAREY COUNSELING CENTER, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: CAREY COUNSELING CENTER, INC.

Form 5500

FILING_RECEIVED

THE CAREY COUNSELING CENTER, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

Late filing · 3.9 moLate participant contributions

Active participants

143

Accounts w/ balance

157

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.9 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 221K (28% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAREY COUNSELING CENTER, INC..

Plan sponsor

Name

CAREY COUNSELING CENTER, INC.

EIN

62-0851889

Address

408 VIRGINIA · PO BOX 30 · PARIS, TN · 38242

Phone

(731) 642-0521

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-09-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ATA, PLLC

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$30K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

1 pooled fund· $222K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.