Chp 403(B) Employee Retirement Plan — Form 5500 plan (Community Housing Partners Corporation)
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, Chp 403(B) Employee Retirement Plan is a benefit plan reported by Community Housing Partners Corporation under EIN 54-1023025 and plan number 002. The latest loaded filing year is 2023. The filing reports 459 participants and $16,455,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Housing Partners Corporation
- EIN
- 54-1023025
- Plan number
- 002
- Plan type
- 2
- Location
- Christiansburg, VA
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $16,455,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20241014104505NAL0014787987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,455,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,455,972
- Net assets (BOY)
- $14,341,474
Income & contributions
- Employer contributions
- $1,139,849
- Participant contributions
- $1,118,802
- Total contributions
- $2,305,953
- Total income / additions
- $4,664,809
Expenses & distributions
- Benefits paid
- $2,453,821
- Administrative expenses
- $96,490
- Total expenses
- $2,550,311
- Net increase / (decrease)
- $2,114,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $70,059 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $19,088 | 2023 |
| Pbmares, Llp | CONTRACT ADMIM | $7,865 | $7,124 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $10,096 | not reported in the loaded dataset | 2023 |
| Envestment Retirement Solutions LLC | OTHER | $7,240 | not reported in the loaded dataset | 2023 |
| Retirement Plan Solutions, Inc. | CONTRACT ADMIN | $774 | $3,333 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Housing Partners Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Christiansburg, VA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestment Retirement Solutions LLC — Schedule C compensation
- Retirement Plan Solutions, Inc. — Schedule C compensation