Childrens Home Of Northern Kentucky 403b Plan — Form 5500 plan (Childrens Home Of Northern Kentucky, 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, Childrens Home Of Northern Kentucky 403b Plan is a benefit plan reported by Childrens Home Of Northern Kentucky, Inc. under EIN 23-7068704 and plan number 003. The latest loaded filing year is 2023. The filing reports 225 participants and $2,228,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Home Of Northern Kentucky, Inc.
- EIN
- 23-7068704
- Plan number
- 003
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $2,228,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241014121347NAL0027239265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,228,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,228,805
- Net assets (BOY)
- $1,685,574
Income & contributions
- Employer contributions
- $161,303
- Participant contributions
- $240,482
- Total contributions
- $401,785
- Total income / additions
- $682,087
Expenses & distributions
- Benefits paid
- $121,042
- Administrative expenses
- $11,282
- Total expenses
- $138,856
- Net increase / (decrease)
- $543,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Anuuity Insurance Co | RECORDKEEPER | $12,633 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $5,291 | 2023 |
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $3,620 | $974 | 2023 |
| American United Life Insurance Co | NONE | $40 | $3,903 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Home Of Northern Kentucky, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Covington, KY
- Empower Anuuity Insurance Co — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Trinity Pension Consultants Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation