Childstrive 403(B) Plan — Form 5500 plan (Childstrive)
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, Childstrive 403(B) Plan is a benefit plan reported by Childstrive under EIN 91-6053563 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $4,851,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childstrive
- EIN
- 91-6053563
- Plan number
- 002
- Plan type
- 2
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $4,851,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20251125131853NAL0001799907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,851,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,851,025
- Net assets (BOY)
- $3,779,926
Income & contributions
- Employer contributions
- $101,891
- Participant contributions
- $529,643
- Total contributions
- $796,095
- Total income / additions
- $1,499,298
Expenses & distributions
- Benefits paid
- $402,956
- Administrative expenses
- $25,243
- Total expenses
- $428,199
- Net increase / (decrease)
- $1,071,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,584 | $0 | 2023 |
| Edward Jones - Jessie O'Brien | CONSULTANT | $7,659 | not reported in the loaded dataset | 2023 |
| Capital Research And Management | RECORDKEEPER/BOOKKEEPER | $500 | $0 | 2023 |