Plan5500

Champions Group 401(K) Plan — Form 5500 plan (Champions Group)

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, Champions Group 401(K) Plan is a benefit plan reported by Champions Group under EIN 33-0896958 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,350 participants and $33,287,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Champions Group
EIN
33-0896958
Plan number
003
Plan type
2
Location
Brea, CA
Latest filing year
2023
Participants
1,350
End-of-year plan assets
$33,287,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,350H, C20241015152513NAL0030161473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,287,215
Total liabilities (EOY)
$0
Net assets (EOY)
$33,287,215
Net assets (BOY)
$22,140,862

Income & contributions

Employer contributions
$719,504
Participant contributions
$4,733,838
Total contributions
$6,270,051
Total income / additions
$9,075,798

Expenses & distributions

Benefits paid
$2,698,086
Administrative expenses
$211,372
Total expenses
$2,977,192
Net increase / (decrease)
$6,098,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$662$02023

Related Form 5500 pages