Children'S Hope Alliance Tax-Deferred Annuity Plan — Form 5500 plan (Childrens Hope Alliance)
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 Hope Alliance Tax-Deferred Annuity Plan is a benefit plan reported by Childrens Hope Alliance under EIN 38-3672492 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $8,483,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Hope Alliance
- EIN
- 38-3672492
- Plan number
- 001
- Plan type
- 2
- Location
- Barium Springs, NC
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $8,483,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20250714093146NAL0000743235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,483,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,483,297
- Net assets (BOY)
- $7,344,098
Income & contributions
- Employer contributions
- $350,435
- Participant contributions
- $538,525
- Total contributions
- $977,361
- Total income / additions
- $2,687,973
Expenses & distributions
- Benefits paid
- $1,486,902
- Administrative expenses
- $61,872
- Total expenses
- $1,548,774
- Net increase / (decrease)
- $1,139,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,111 | $0 | 2023 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $0 | $23,625 | 2023 |
| Maxus Plan Solutions, Inc | CONTRACT ADMINISTRATOR | $3,641 | $3,363 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Hope Alliance
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Barium Springs, NC
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Maxus Plan Solutions, Inc — Schedule C compensation