Child Saving Institute Retirement Plan — Form 5500 plan (Child Saving 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, Child Saving Institute Retirement Plan is a benefit plan reported by Child Saving Institute, Inc. under EIN 45-0489204 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $4,617,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child Saving Institute, Inc.
EIN
45-0489204
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
220
End-of-year plan assets
$4,617,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241013120101NAL0012413971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,617,141
Total liabilities (EOY)
$0
Net assets (EOY)
$4,617,141
Net assets (BOY)
$3,616,465

Income & contributions

Employer contributions
$288,162
Participant contributions
$369,281
Total contributions
$727,320
Total income / additions
$1,377,357

Expenses & distributions

Benefits paid
$329,376
Administrative expenses
$42,762
Total expenses
$376,681
Net increase / (decrease)
$1,000,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,745$02023
Da Davidson & CompanyADVISOR$19,017not reported in the loaded dataset2023

Related Form 5500 pages