2023 Form 5500 filing — Christopher House Tax Deferred Annuity 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 20250408080521NAL0033894178001) for Christopher House Tax Deferred Annuity Plan, reported by Christopher House under EIN 23-7316001 and plan number 002. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250408080521NAL0033894178001
Filing year
2023
Form type
2
Plan sponsor
Christopher House
EIN
23-7316001
Plan number
002
Location
Chicago, IL
Participants
446
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,029,450
Total liabilities (EOY)
$0
Net assets (EOY)
$6,029,450
Employer contributions
$149,758
Participant contributions
$360,334
Total income / additions
$1,174,578
Benefits paid
$114,503
Administrative expenses
$11,279
Total expenses
$125,782
Net increase / (decrease)
$1,048,796
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
ValicNONE$11,279$0

Related Form 5500 pages