2023 Form 5500 filing — The Challenger 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913100519NAL0009764401001) for The Challenger 401(K) Plan, reported by Challenger Performance under EIN 83-1106257 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913100519NAL0009764401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Challenger Performance
- EIN
- 83-1106257
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,533,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,533,593
- Employer contributions
- $317,143
- Participant contributions
- $904,016
- Total income / additions
- $2,775,123
- Benefits paid
- $1,217,805
- Administrative expenses
- $21,519
- Total expenses
- $1,244,226
- Net increase / (decrease)
- $1,530,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management, LLC | INVESTMENT/FINANCIAL ADVI | $18,837 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,681 | $0 |