The Christman Employee Stock Ownership Plan — Form 5500 plan (The Christman Company)
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 Christman Employee Stock Ownership Plan is a benefit plan reported by The Christman Company under EIN 38-0419740 and plan number 002. The latest loaded filing year is 2023. The filing reports 863 participants and $74,028,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Christman Company
- EIN
- 38-0419740
- Plan number
- 002
- Plan type
- 2
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 863
- End-of-year plan assets
- $74,028,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20241002082957NAL0008033921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,028,503
- Total liabilities (EOY)
- $8,023
- Net assets (EOY)
- $74,020,480
- Net assets (BOY)
- $55,082,104
Income & contributions
- Employer contributions
- $226,500
- Total contributions
- $3,748,900
- Total income / additions
- $27,055,003
Expenses & distributions
- Benefits paid
- $8,037,208
- Administrative expenses
- $79,419
- Total expenses
- $8,116,627
- Net increase / (decrease)
- $18,938,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | ACCOUNTANT | $34,187 | not reported in the loaded dataset | 2023 |
| Plante & Moran | ACCOUNTANT | $18,076 | not reported in the loaded dataset | 2023 |
| Castle Valuation | VALUATION SERVICES | $16,500 | not reported in the loaded dataset | 2023 |