Children'S Specialty Group, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Children'S Specialty Group, Pllc)

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 Specialty Group, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Children'S Specialty Group, Pllc under EIN 54-1871633 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $197,062,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children'S Specialty Group, Pllc
EIN
54-1871633
Plan number
001
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
520
End-of-year plan assets
$197,062,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240530123256NAL0013478817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,062,176
Total liabilities (EOY)
$136
Net assets (EOY)
$197,062,040
Net assets (BOY)
$162,273,016

Income & contributions

Employer contributions
$6,877,716
Participant contributions
$5,614,092
Total contributions
$13,265,513
Total income / additions
$44,638,147

Expenses & distributions

Benefits paid
$9,836,745
Administrative expenses
$12,378
Total expenses
$9,849,123
Net increase / (decrease)
$34,789,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$29,137not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$16,459$02023

Related Form 5500 pages