2023 Form 5500 filing — Child Trends 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 20241015134812NAL0016525331001) for Child Trends 403(B) Plan, reported by Child Trends, Inc. under EIN 13-2982969 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134812NAL0016525331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child Trends, Inc.
- EIN
- 13-2982969
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,666,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,666,918
- Employer contributions
- $2,200,082
- Participant contributions
- $2,134,791
- Total income / additions
- $10,751,154
- Benefits paid
- $612,889
- Administrative expenses
- $56,087
- Total expenses
- $668,976
- Net increase / (decrease)
- $10,082,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,996 | $0 |
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISORY | $0 | $45,798 |
| The Retirement Advantage | CONTRACT ADMINISTRATOR | $6,106 | $11,070 |