2023 Form 5500 filing — Child Action, Inc. 401(K) Profit Sharing 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 20241001183748NAL0007252129001) for Child Action, Inc. 401(K) Profit Sharing Plan, reported by Child Action, Inc. under EIN 94-2364946 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001183748NAL0007252129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child Action, Inc.
- EIN
- 94-2364946
- Plan number
- 001
- Location
- Rancho Cordova, CA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,249,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,249,937
- Employer contributions
- $719,683
- Participant contributions
- $945,556
- Total income / additions
- $5,247,478
- Benefits paid
- $1,306,505
- Administrative expenses
- $13,633
- Total expenses
- $1,320,138
- Net increase / (decrease)
- $3,927,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc. | OTHER SERVICES | $0 | $44,650 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,125 | $0 |
| Ascensus | CONTRACT ADMINISTRATOR | $1,507 | $9,026 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |