2023 Form 5500 filing — Christian Retirement Services Inc Tax Deferred Savings & 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 20250415133008NAL0005851536001) for Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan, reported by Christian Retirement Services Inc under EIN 42-0919489 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415133008NAL0005851536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christian Retirement Services Inc
- EIN
- 42-0919489
- Plan number
- 001
- Location
- Iowa City, IA
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,631,454
- Net assets (EOY)
- $11,631,454
- Employer contributions
- $422,256
- Participant contributions
- $487,059
- Total income / additions
- $2,365,924
- Benefits paid
- $211,422
- Administrative expenses
- $33,192
- Total expenses
- $244,614
- Net increase / (decrease)
- $2,121,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORD KEEPER | $26,980 | $0 |
| Lpl Financial LLC | BROKER/ADVISOR | $0 | $24,788 |
| Empower Advisory Group, L.L.C | INVESTMENT MGMT | $7,960 | not reported in the loaded dataset |