2023 Form 5500 filing — Crista Ministries 403(B) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910174802NAL0003698243001) for Crista Ministries 403(B) Savings Plan, reported by Crista Ministries under EIN 91-6012289 and plan number 001. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240910174802NAL0003698243001
Filing year
2023
Form type
2
Plan sponsor
Crista Ministries
EIN
91-6012289
Plan number
001
Location
Seattle, WA
Participants
1,238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$37,222,913
Total liabilities (EOY)
$0
Net assets (EOY)
$37,222,913
Employer contributions
$493,940
Participant contributions
$1,824,461
Total income / additions
$7,780,891
Benefits paid
$4,647,164
Administrative expenses
$169,564
Total expenses
$4,816,728
Net increase / (decrease)
$2,964,163
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rbc Wealth ManagementNONE$63,207not reported in the loaded dataset
Trautmann Maher & AssociatesNONE$54,214not reported in the loaded dataset
Matrix TrustNONE$22,521$0
Moss AdamsNONE$16,800not reported in the loaded dataset

Related Form 5500 pages