2023 Form 5500 filing — Children'S Home Of Jefferson County 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 20241219155902NAL0004557761001) for Children'S Home Of Jefferson County 401(K) Plan, reported by Childrens Home Of Jefferson County under EIN 15-0532089 and plan number 004. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219155902NAL0004557761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Home Of Jefferson County
- EIN
- 15-0532089
- Plan number
- 004
- Location
- Watertown, NY
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,713,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,713,746
- Employer contributions
- $1,476
- Participant contributions
- $131,033
- Total income / additions
- $233,345
- Benefits paid
- $141,076
- Administrative expenses
- $17,984
- Total expenses
- $185,005
- Net increase / (decrease)
- $48,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | FINANCIAL ADVISOR | $7,500 | $0 |
| Bpas, Inc. | TPA, RK, ASSETHOLDER | $5,394 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,090 | $0 |