2023 Form 5500 filing — Parents And Children Together 401(K) Retirement Savings 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 20250408184829NAL0011459283001) for Parents And Children Together 401(K) Retirement Savings Plan, reported by Parents And Children Together under EIN 99-0119678 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408184829NAL0011459283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parents And Children Together
- EIN
- 99-0119678
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,042,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,042,097
- Employer contributions
- $578,359
- Participant contributions
- $790,922
- Total income / additions
- $3,267,835
- Benefits paid
- $1,256,249
- Administrative expenses
- $95,789
- Total expenses
- $1,354,691
- Net increase / (decrease)
- $1,913,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $95,789 | $0 |
| Sageview Advisory | SERVICE PROVIDER | $59,149 | not reported in the loaded dataset |