2023 Form 5500 filing — The Bair Foundation Employees' 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 20250225101640NAL0025827074001) for The Bair Foundation Employees' Retirement Plan, reported by Christian Family Services Management Corporation under EIN 25-1840437 and plan number 002. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225101640NAL0025827074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christian Family Services Management Corporation
- EIN
- 25-1840437
- Plan number
- 002
- Location
- New Wilmington, PA
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,324,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,324,495
- Employer contributions
- $413,336
- Participant contributions
- $718,777
- Total income / additions
- $2,711,137
- Benefits paid
- $1,132,289
- Administrative expenses
- $26,441
- Total expenses
- $1,158,730
- Net increase / (decrease)
- $1,552,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $44,041 | not reported in the loaded dataset |
| Maher Duessel | NONE | $7,330 | not reported in the loaded dataset |