2023 Form 5500 filing — Child And Family Charities Employee Deferred Compensation 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 20241015154000NAL0028971633001) for Child And Family Charities Employee Deferred Compensation Plan, reported by Child And Family Charities under EIN 38-2118108 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154000NAL0028971633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child And Family Charities
- EIN
- 38-2118108
- Plan number
- 002
- Location
- Lansing, MI
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,206,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,206,423
- Employer contributions
- $141,171
- Participant contributions
- $191,977
- Total income / additions
- $836,653
- Benefits paid
- $151,854
- Administrative expenses
- $26,760
- Total expenses
- $178,614
- Net increase / (decrease)
- $658,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $15,029 | $0 |
| Tri Star Trust Bank | ADVISOR | $11,731 | not reported in the loaded dataset |