2023 Form 5500 filing — Children'S Hope Alliance 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 20250714093146NAL0000743235001) for Children'S Hope Alliance Tax-Deferred Annuity Plan, reported by Childrens Hope Alliance under EIN 38-3672492 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714093146NAL0000743235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Hope Alliance
- EIN
- 38-3672492
- Plan number
- 001
- Location
- Barium Springs, NC
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,483,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,483,297
- Employer contributions
- $350,435
- Participant contributions
- $538,525
- Total income / additions
- $2,687,973
- Benefits paid
- $1,486,902
- Administrative expenses
- $61,872
- Total expenses
- $1,548,774
- Net increase / (decrease)
- $1,139,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,111 | $0 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $0 | $23,625 |
| Maxus Plan Solutions, Inc | CONTRACT ADMINISTRATOR | $3,641 | $3,363 |