Child & Family Service 401k Plan — Form 5500 plan (Child And Family Service)
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, Child & Family Service 401k Plan is a benefit plan reported by Child And Family Service under EIN 99-0073483 and plan number 004. The latest loaded filing year is 2023. The filing reports 527 participants and $9,577,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child And Family Service
- EIN
- 99-0073483
- Plan number
- 004
- Plan type
- 2
- Location
- Ewa Beach, HI
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $9,577,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241015223247NAL0059933986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,577,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,577,892
- Net assets (BOY)
- $8,415,617
Income & contributions
- Employer contributions
- $272,855
- Participant contributions
- $829,295
- Total contributions
- $1,102,150
- Total income / additions
- $2,437,821
Expenses & distributions
- Benefits paid
- $1,232,846
- Administrative expenses
- $42,700
- Total expenses
- $1,275,546
- Net increase / (decrease)
- $1,162,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | CONTRACT ADMINISTRATOR | $42,700 | $0 | 2023 |