Change, Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Change, Incorporated (EIN 55-0629135) is a plan sponsor located in Weirton, WV with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
55-0629135
Location
Weirton, WV
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,941,305
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,941,305

Contributions & income

Employer contributions
$185,647
Participant contributions
$419,008
Total income / additions
$1,433,487

Expenses & distributions

Benefits paid / distributions
$389,345
Total expenses
$390,142
Net increase / (decrease)
$1,043,345

Coverage

Total reported participants
235
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Change, Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
403(B) Thrift Plan For Employees Of Change, Incorporated001235$5,941,3052023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Change, Incorporated
YearPlanParticipantsSchedulesFiling
2023403(B) Thrift Plan For Employees Of Change, Incorporated235H, C20241015104532NAL0016169443001

Related Form 5500 pages