2023 Form 5500 filing — Green Chimneys Children'S Service Tax Sheltered 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 20250410104424NAL0040806946001) for Green Chimneys Children'S Service Tax Sheltered Annuity Plan, reported by Green Chimneys Children'S Service under EIN 14-1568025 and plan number 003. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410104424NAL0040806946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Chimneys Children'S Service
- EIN
- 14-1568025
- Plan number
- 003
- Location
- Brewster, NY
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,062,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,062,690
- Participant contributions
- $925,749
- Total income / additions
- $2,084,623
- Benefits paid
- $1,081,750
- Administrative expenses
- $29,982
- Total expenses
- $1,111,732
- Net increase / (decrease)
- $972,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | OTHER SERVICES | $0 | $37,986 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,981 | $0 |