2023 Form 5500 filing — Agape Child & Family Services, Inc. Tax Sheltered Annuity 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 20241008091428NAL0017333537001) for Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan, reported by Agape Child & Family Services, Inc. under EIN 23-7039683 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008091428NAL0017333537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agape Child & Family Services, Inc.
- EIN
- 23-7039683
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,504,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,504,122
- Employer contributions
- $145,367
- Participant contributions
- $157,433
- Total income / additions
- $522,338
- Benefits paid
- $299,797
- Administrative expenses
- $11,484
- Total expenses
- $311,281
- Net increase / (decrease)
- $211,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Duncan Williams Asset Management | INVESTMENT ADVISOR | $6,330 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,013 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $141 | not reported in the loaded dataset |