2023 Form 5500 filing — Bethany Children'S Health Center 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 20241015133046NAL0056381314001) for Bethany Children'S Health Center 401(K) Plan, reported by The Children'S Center, Inc. under EIN 73-0580264 and plan number 002. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133046NAL0056381314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Center, Inc.
- EIN
- 73-0580264
- Plan number
- 002
- Location
- Bethany, OK
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,224,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,224,711
- Employer contributions
- $1,102,049
- Participant contributions
- $3,157,841
- Total income / additions
- $9,423,947
- Benefits paid
- $2,355,395
- Administrative expenses
- $4,391
- Total expenses
- $2,359,786
- Net increase / (decrease)
- $7,064,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $124,702 | $0 |
| Bancfirst | INVEST. ADVISOR | $75,601 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | TPA | $14,887 | $9,115 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,391 | not reported in the loaded dataset |