Fairhaven Christian Retirement Center Tax Deferred Savings & Retirement Plan — Form 5500 plan (Fairhaven Christian Retirement Center)
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, Fairhaven Christian Retirement Center Tax Deferred Savings & Retirement Plan is a benefit plan reported by Fairhaven Christian Retirement Center under EIN 36-2606227 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $3,160,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairhaven Christian Retirement Center
- EIN
- 36-2606227
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $3,160,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241011081119NAL0021504705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,160,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,160,064
- Net assets (BOY)
- $2,604,955
Income & contributions
- Employer contributions
- $84,264
- Participant contributions
- $276,584
- Total contributions
- $373,669
- Total income / additions
- $786,924
Expenses & distributions
- Benefits paid
- $213,978
- Administrative expenses
- $17,837
- Total expenses
- $231,815
- Net increase / (decrease)
- $555,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Midland States Bank | NONE | $17,837 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |