2023 Form 5500 filing — Hephzibah Children'S Association 401(K) & Profit Sharing 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 20250228115907NAL0001663760001) for Hephzibah Children'S Association 401(K) & Profit Sharing Plan, reported by Hephzibah Children'S Association under EIN 36-2167096 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228115907NAL0001663760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hephzibah Children'S Association
- EIN
- 36-2167096
- Plan number
- 001
- Location
- Oak Park, IL
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,492,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,492,128
- Employer contributions
- $376,371
- Participant contributions
- $446,551
- Total income / additions
- $2,240,489
- Benefits paid
- $1,284,530
- Administrative expenses
- $22,247
- Total expenses
- $1,352,346
- Net increase / (decrease)
- $888,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $15,076 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,864 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $5,028 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,143 | not reported in the loaded dataset |