Child Health Systems Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Child Health Systems, Inc.)

Plain-English plan 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, Child Health Systems Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Child Health Systems, Inc. under EIN 04-3149421 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $5,018,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child Health Systems, Inc.
EIN
04-3149421
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
206
End-of-year plan assets
$5,018,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20240918115251NAL0001685027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,018,004
Total liabilities (EOY)
$0
Net assets (EOY)
$5,018,004
Net assets (BOY)
$4,232,785

Income & contributions

Participant contributions
$290,950
Total contributions
$290,950
Total income / additions
$973,014

Expenses & distributions

Benefits paid
$111,972
Administrative expenses
$48,541
Total expenses
$187,795
Net increase / (decrease)
$785,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISOR$18,236$02023
Kb Pension Services, Inc.NONE$6,094$02023
John Hancock UsaRECORDKEEPER$1,052$02023

Related Form 5500 pages