Plan5500

Chileda Institute, Inc. 401(K) Retirement Plan — Form 5500 plan (Chileda Institute, Inc.)

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, Chileda Institute, Inc. 401(K) Retirement Plan is a benefit plan reported by Chileda Institute, Inc. under EIN 39-1244797 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $4,009,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chileda Institute, Inc.
EIN
39-1244797
Plan number
002
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
169
End-of-year plan assets
$4,009,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241010075814NAL0040141170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,009,694
Total liabilities (EOY)
$0
Net assets (EOY)
$4,009,694
Net assets (BOY)
$3,392,976

Income & contributions

Employer contributions
$232,390
Participant contributions
$183,711
Total contributions
$416,101
Total income / additions
$921,830

Expenses & distributions

Benefits paid
$298,717
Administrative expenses
$6,395
Total expenses
$305,112
Net increase / (decrease)
$616,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupRECORDKEEPER$33,032not reported in the loaded dataset2023
Map Retirement Inc.TPA$5,236not reported in the loaded dataset2023

Related Form 5500 pages