Challenger School 401k Retirement Plan — Form 5500 plan (Challenger School Foundation)
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, Challenger School 401k Retirement Plan is a benefit plan reported by Challenger School Foundation under EIN 47-1405971 and plan number 001. The latest loaded filing year is 2023. The filing reports 985 participants and $55,565,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Challenger School Foundation
- EIN
- 47-1405971
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 985
- End-of-year plan assets
- $55,565,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 985 | H, C | 20240926131431NAL0000813617002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,565,755
- Net assets (EOY)
- $55,565,755
- Net assets (BOY)
- $43,880,619
Income & contributions
- Employer contributions
- $567,807
- Participant contributions
- $3,677,795
- Total contributions
- $4,247,178
- Total income / additions
- $13,497,739
Expenses & distributions
- Benefits paid
- $1,706,978
- Administrative expenses
- $105,625
- Total expenses
- $1,812,603
- Net increase / (decrease)
- $11,685,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | NONE | $53,452 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $45,488 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $6,685 | not reported in the loaded dataset | 2023 |