2023 Form 5500 filing — Challenger Companies, Inc. 401k 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 20241014160019NAL0027798417001) for Challenger Companies, Inc. 401k Plan, reported by Challenger Companies, Inc. under EIN 84-1433181 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160019NAL0027798417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Challenger Companies, Inc.
- EIN
- 84-1433181
- Plan number
- 001
- Location
- Nampa, ID
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,348,385
- Total liabilities (EOY)
- $914
- Net assets (EOY)
- $7,347,471
- Employer contributions
- $330,464
- Participant contributions
- $725,268
- Total income / additions
- $2,207,288
- Benefits paid
- $615,420
- Administrative expenses
- $52,105
- Total expenses
- $667,525
- Net increase / (decrease)
- $1,539,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tumwater Wealth Management, LLC | INVESTMENT ADVISOR | $31,784 | not reported in the loaded dataset |
| Empower Annuity Insurance Of Amer | RECORDKEEPER | $19,056 | $0 |
| Pinnacle Pension Services | CONTACT ADMIN | $1,255 | $6,356 |