Children'S Home & Aid Society Of Illinois 401(K) Plan — Form 5500 plan (Children'S Home & Aid Society Of Illinois)

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, Children'S Home & Aid Society Of Illinois 401(K) Plan is a benefit plan reported by Children'S Home & Aid Society Of Illinois under EIN 36-2167743 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,194 participants and $30,538,385 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.5MPlan net assets, end of year$30,538,385
Participants1.2KCovered participants reported1,194
Assets / participant$25.6KComputed: assets ÷ participants$25,577 (computed)
Provider compensation$93.7K1 Schedule C provider row(s)$93,652
Plan sponsor
Children'S Home & Aid Society Of Illinois
EIN
36-2167743
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,194H, C20250408173951NAL0011400963001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.5M total assets
Net assets$30.5MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$753.8K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$30,538,385
Total liabilities (EOY)
$0
Net assets (EOY)
$30,538,385
Net assets (BOY)
$26,247,079

Income & contributions

Employer contributions
$753,758
Participant contributions
$2,787,083
Total contributions
$3,795,660
Total income / additions
$7,508,197

Expenses & distributions

Benefits paid
$3,123,239
Administrative expenses
$93,652
Total expenses
$3,216,891
Net increase / (decrease)
$4,291,306
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$93,652$02023

Related Form 5500 pages