Children'S Home Society Of Wv, Inc. Profit Sharing Plan — Form 5500 plan (Children'S Home Society Of Wv, Inc. Profit Sharing Plan)
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 Home Society Of Wv, Inc. Profit Sharing Plan is a benefit plan reported by Children'S Home Society Of Wv, Inc. Profit Sharing Plan under EIN 55-0360199 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $6,070,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Home Society Of Wv, Inc. Profit Sharing Plan
- EIN
- 55-0360199
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $6,070,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241008072641NAL0009456227002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,070,004
- Net assets (EOY)
- $6,070,004
- Net assets (BOY)
- $4,976,430
Income & contributions
- Employer contributions
- $790,992
- Total contributions
- $790,992
- Total income / additions
- $1,548,975
Expenses & distributions
- Benefits paid
- $381,430
- Administrative expenses
- $73,971
- Total expenses
- $455,401
- Net increase / (decrease)
- $1,093,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $48,441 | not reported in the loaded dataset | 2023 |
| Jackson & Kelly | CONTRACT ADMINISTRATOR | $17,670 | not reported in the loaded dataset | 2023 |
| Herman & Cormany Cpas, A.C. | AUDITOR | $13,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Home Society Of Wv, Inc. Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Jackson & Kelly — Schedule C compensation
- Herman & Cormany Cpas, A.C. — Schedule C compensation