2023 Form 5500 filing — Children'S Home Society Of Wv, Inc. 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 20241008072641NAL0009456227002) for Children'S Home Society Of Wv, Inc. Profit Sharing Plan, reported by Children'S Home Society Of Wv, Inc. Profit Sharing Plan under EIN 55-0360199 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.1MReported net assets$6,070,004
Participants350
Provider compensation$79.8K3 Schedule C row(s)$79,836
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008072641NAL0009456227002
Plan sponsor
Children'S Home Society Of Wv, Inc. Profit Sharing Plan
EIN
55-0360199
Plan number
001
Location
Charleston, WV
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$455.4K
Benefits paid / distributions$381.4K
Contributions
Employer$791K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,070,004
Net assets (EOY)
$6,070,004
Employer contributions
$790,992
Total income / additions
$1,548,975
Benefits paid
$381,430
Administrative expenses
$73,971
Total expenses
$455,401
Net increase / (decrease)
$1,093,574

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCSERVICE PROVIDER$48,441not reported in the loaded dataset
Jackson & KellyCONTRACT ADMINISTRATOR$17,670not reported in the loaded dataset
Herman & Cormany Cpas, A.C.AUDITOR$13,725not reported in the loaded dataset

Related Form 5500 pages