Plan5500

Children First, Inc. Retirement Plan — Form 5500 plan (Children First, 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, Children First, Inc. Retirement Plan is a benefit plan reported by Children First, Inc. under EIN 59-0968249 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $8,221,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children First, Inc.
EIN
59-0968249
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
379
End-of-year plan assets
$8,221,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20250306142247NAL0006298467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,221,696
Total liabilities (EOY)
$6,280
Net assets (EOY)
$8,215,416
Net assets (BOY)
$6,678,701

Income & contributions

Employer contributions
$457,652
Participant contributions
$264,387
Total contributions
$722,039
Total income / additions
$1,853,498

Expenses & distributions

Benefits paid
$315,903
Administrative expenses
$880
Total expenses
$316,783
Net increase / (decrease)
$1,536,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Ins. CompanyNONE$0$2,0452023

Related Form 5500 pages