Challenge Enterprises Of North Florida, Inc. Retirement Plan — Form 5500 plan (Challenge Enterprises Of North Florida, 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, Challenge Enterprises Of North Florida, Inc. Retirement Plan is a benefit plan reported by Challenge Enterprises Of North Florida, Inc. under EIN 59-1478621 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $1,817,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Challenge Enterprises Of North Florida, Inc.
- EIN
- 59-1478621
- Plan number
- 001
- Plan type
- 2
- Location
- Green Cove Springs, FL
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $1,817,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20250710091403NAL0005373105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,817,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,817,678
- Net assets (BOY)
- $1,965,211
Income & contributions
- Employer contributions
- $67,416
- Participant contributions
- $125,676
- Total contributions
- $193,092
- Total income / additions
- $583,800
Expenses & distributions
- Benefits paid
- $711,040
- Administrative expenses
- $20,012
- Total expenses
- $731,333
- Net increase / (decrease)
- -$147,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $9,495 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $9,098 | not reported in the loaded dataset | 2023 |
| First Party Administrator | CONTRACT ADMIN | $925 | $910 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $174 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Challenge Enterprises Of North Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Green Cove Springs, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- First Party Administrator — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation