2023 Form 5500 filing — Child Health Systems Inc 401(K) Profit Sharing Plan & Trust
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 20240918115251NAL0001685027001) for Child Health Systems Inc 401(K) Profit Sharing Plan & Trust, reported by Child Health Systems, Inc. under EIN 04-3149421 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918115251NAL0001685027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child Health Systems, Inc.
- EIN
- 04-3149421
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,018,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,018,004
- Participant contributions
- $290,950
- Total income / additions
- $973,014
- Benefits paid
- $111,972
- Administrative expenses
- $48,541
- Total expenses
- $187,795
- Net increase / (decrease)
- $785,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $18,236 | $0 |
| Kb Pension Services, Inc. | NONE | $6,094 | $0 |
| John Hancock Usa | RECORDKEEPER | $1,052 | $0 |