The Bair Foundation Employees' Retirement Plan — Form 5500 plan (Christian Family Services Management Corporation)
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, The Bair Foundation Employees' Retirement Plan is a benefit plan reported by Christian Family Services Management Corporation under EIN 25-1840437 and plan number 002. The latest loaded filing year is 2023. The filing reports 640 participants and $12,324,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christian Family Services Management Corporation
- EIN
- 25-1840437
- Plan number
- 002
- Plan type
- 2
- Location
- New Wilmington, PA
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $12,324,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20250225101640NAL0025827074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,324,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,324,495
- Net assets (BOY)
- $10,772,088
Income & contributions
- Employer contributions
- $413,336
- Participant contributions
- $718,777
- Total contributions
- $1,133,641
- Total income / additions
- $2,711,137
Expenses & distributions
- Benefits paid
- $1,132,289
- Administrative expenses
- $26,441
- Total expenses
- $1,158,730
- Net increase / (decrease)
- $1,552,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $44,041 | not reported in the loaded dataset | 2023 |
| Maher Duessel | NONE | $7,330 | not reported in the loaded dataset | 2023 |