Parents And Children Together 401(K) Retirement Savings Plan — Form 5500 plan (Parents And Children Together)
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, Parents And Children Together 401(K) Retirement Savings Plan is a benefit plan reported by Parents And Children Together under EIN 99-0119678 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $16,042,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parents And Children Together
- EIN
- 99-0119678
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $16,042,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250408184829NAL0011459283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,042,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,042,097
- Net assets (BOY)
- $14,128,953
Income & contributions
- Employer contributions
- $578,359
- Participant contributions
- $790,922
- Total contributions
- $1,387,260
- Total income / additions
- $3,267,835
Expenses & distributions
- Benefits paid
- $1,256,249
- Administrative expenses
- $95,789
- Total expenses
- $1,354,691
- Net increase / (decrease)
- $1,913,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $95,789 | $0 | 2023 |
| Sageview Advisory | SERVICE PROVIDER | $59,149 | not reported in the loaded dataset | 2023 |