Plan5500

Christensen, Inc. 401(K) Plan — Form 5500 plan (Christensen, 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, Christensen, Inc. 401(K) Plan is a benefit plan reported by Christensen, Inc. under EIN 91-1107733 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $18,579,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Christensen, Inc.
EIN
91-1107733
Plan number
001
Plan type
2
Location
Richland, WA
Latest filing year
2023
Participants
588
End-of-year plan assets
$18,579,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588H, C20240729164759NAL0041715154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,579,250
Total liabilities (EOY)
$0
Net assets (EOY)
$18,579,250
Net assets (BOY)
$14,154,255

Income & contributions

Employer contributions
$941,896
Participant contributions
$2,382,003
Total contributions
$3,679,859
Total income / additions
$5,926,044

Expenses & distributions

Benefits paid
$1,372,317
Administrative expenses
$115,210
Total expenses
$1,501,049
Net increase / (decrease)
$4,424,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments, LLCINVESTMENT ADVISOR$76,081not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$36,654$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,475not reported in the loaded dataset2023

Related Form 5500 pages