2023 Form 5500 filing — Challenger School 401k Retirement 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 20240926131431NAL0000813617002) for Challenger School 401k Retirement Plan, reported by Challenger School Foundation under EIN 47-1405971 and plan number 001. It reports 985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926131431NAL0000813617002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Challenger School Foundation
- EIN
- 47-1405971
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,565,755
- Net assets (EOY)
- $55,565,755
- Employer contributions
- $567,807
- Participant contributions
- $3,677,795
- Total income / additions
- $13,497,739
- Benefits paid
- $1,706,978
- Administrative expenses
- $105,625
- Total expenses
- $1,812,603
- Net increase / (decrease)
- $11,685,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | NONE | $53,452 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $45,488 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $6,685 | not reported in the loaded dataset |