2023 Form 5500 filing — Chp 403(B) Employee Retirement 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 20241014104505NAL0014787987001) for Chp 403(B) Employee Retirement Plan, reported by Community Housing Partners Corporation under EIN 54-1023025 and plan number 002. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104505NAL0014787987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Housing Partners Corporation
- EIN
- 54-1023025
- Plan number
- 002
- Location
- Christiansburg, VA
- Participants
- 459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,455,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,455,972
- Employer contributions
- $1,139,849
- Participant contributions
- $1,118,802
- Total income / additions
- $4,664,809
- Benefits paid
- $2,453,821
- Administrative expenses
- $96,490
- Total expenses
- $2,550,311
- Net increase / (decrease)
- $2,114,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $70,059 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $19,088 |
| Pbmares, Llp | CONTRACT ADMIM | $7,865 | $7,124 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $10,096 | not reported in the loaded dataset |
| Envestment Retirement Solutions LLC | OTHER | $7,240 | not reported in the loaded dataset |
| Retirement Plan Solutions, Inc. | CONTRACT ADMIN | $774 | $3,333 |