Children'S Home Of Jefferson County 401(K) Plan — Form 5500 plan (Childrens Home Of Jefferson County)
Plain-English plan 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, Children'S Home Of Jefferson County 401(K) Plan is a benefit plan reported by Childrens Home Of Jefferson County under EIN 15-0532089 and plan number 004. The latest loaded filing year is 2023. The filing reports 237 participants and $2,713,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Home Of Jefferson County
- EIN
- 15-0532089
- Plan number
- 004
- Plan type
- 2
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $2,713,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241219155902NAL0004557761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,713,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,713,746
- Net assets (BOY)
- $2,665,406
Income & contributions
- Employer contributions
- $1,476
- Participant contributions
- $131,033
- Total contributions
- $132,509
- Total income / additions
- $233,345
Expenses & distributions
- Benefits paid
- $141,076
- Administrative expenses
- $17,984
- Total expenses
- $185,005
- Net increase / (decrease)
- $48,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | FINANCIAL ADVISOR | $7,500 | $0 | 2023 |
| Bpas, Inc. | TPA, RK, ASSETHOLDER | $5,394 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,090 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Home Of Jefferson County
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- Onedigital Investment Advisors LLC — Schedule C compensation
- Bpas, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation