Hephzibah Children'S Association 401(K) & Profit Sharing Plan — Form 5500 plan (Hephzibah Children'S Association)
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, Hephzibah Children'S Association 401(K) & Profit Sharing Plan is a benefit plan reported by Hephzibah Children'S Association under EIN 36-2167096 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $10,492,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hephzibah Children'S Association
- EIN
- 36-2167096
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Park, IL
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $10,492,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250228115907NAL0001663760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,492,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,492,128
- Net assets (BOY)
- $9,603,985
Income & contributions
- Employer contributions
- $376,371
- Participant contributions
- $446,551
- Total contributions
- $826,670
- Total income / additions
- $2,240,489
Expenses & distributions
- Benefits paid
- $1,284,530
- Administrative expenses
- $22,247
- Total expenses
- $1,352,346
- Net increase / (decrease)
- $888,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $15,076 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,864 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $5,028 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hephzibah Children'S Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Park, IL
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation