2023 Form 5500 filing — Children'S Home Society Of West Virginia 403(B) 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 20241014103305NAL0027037217001) for Children'S Home Society Of West Virginia 403(B) Plan, reported by Children'S Home Society Of West Virginia under EIN 55-0360199 and plan number 002. It reports 418 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)$1.7MReported net assets$1,688,213
Participants418
Provider compensation$2.1K1 Schedule C row(s)$2,087
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014103305NAL0027037217001
- Plan sponsor
- Children'S Home Society Of West Virginia
- EIN
- 55-0360199
- Plan number
- 002
- 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)$1.7M total assets
Net assets$1.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,688,213
- Net assets (EOY)
- $1,688,213
- Participant contributions
- $75,889
- Total income / additions
- $262,405
- Benefits paid
- $132,959
- Administrative expenses
- $2,518
- Total expenses
- $135,477
- Net increase / (decrease)
- $126,928
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $2,087 |