Child And Family Charities Employee Deferred Compensation Plan — Form 5500 plan (Child And Family Charities)

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, Child And Family Charities Employee Deferred Compensation Plan is a benefit plan reported by Child And Family Charities under EIN 38-2118108 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $3,206,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child And Family Charities
EIN
38-2118108
Plan number
002
Plan type
2
Location
Lansing, MI
Latest filing year
2023
Participants
122
End-of-year plan assets
$3,206,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241015154000NAL0028971633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,206,423
Total liabilities (EOY)
$0
Net assets (EOY)
$3,206,423
Net assets (BOY)
$2,548,384

Income & contributions

Employer contributions
$141,171
Participant contributions
$191,977
Total contributions
$370,148
Total income / additions
$836,653

Expenses & distributions

Benefits paid
$151,854
Administrative expenses
$26,760
Total expenses
$178,614
Net increase / (decrease)
$658,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$15,029$02023
Tri Star Trust BankADVISOR$11,731not reported in the loaded dataset2023

Related Form 5500 pages