Tri-Cities Chaplaincy 401(K) Plan — Form 5500 plan (Tri-Cities Chaplaincy)
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, Tri-Cities Chaplaincy 401(K) Plan is a benefit plan reported by Tri-Cities Chaplaincy under EIN 91-0913590 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $4,192,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Cities Chaplaincy
- EIN
- 91-0913590
- Plan number
- 002
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $4,192,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241015081450NAL0015974963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,192,267
- Total liabilities (EOY)
- $10,342
- Net assets (EOY)
- $4,181,925
- Net assets (BOY)
- $4,210,904
Income & contributions
- Employer contributions
- $228,766
- Participant contributions
- $425,525
- Total contributions
- $904,066
- Total income / additions
- $1,498,445
Expenses & distributions
- Benefits paid
- $1,478,315
- Administrative expenses
- $49,109
- Total expenses
- $1,527,424
- Net increase / (decrease)
- -$28,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Randall & Hurley | N/A | $24,321 | $0 | 2023 |
| Cornerstone Wealth Strategies | N/A | $21,017 | not reported in the loaded dataset | 2023 |