Chn Housing Partners 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Chn Housing Partners)
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, Chn Housing Partners 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Chn Housing Partners under EIN 34-1346763 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $8,107,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chn Housing Partners
- EIN
- 34-1346763
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $8,107,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241015155404NAL0015015827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,107,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,107,991
- Net assets (BOY)
- $6,827,555
Income & contributions
- Employer contributions
- $365,025
- Participant contributions
- $637,720
- Total contributions
- $1,024,068
- Total income / additions
- $2,014,187
Expenses & distributions
- Benefits paid
- $703,521
- Administrative expenses
- $30,230
- Total expenses
- $733,751
- Net increase / (decrease)
- $1,280,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stadion Money Management | NONE | $16,991 | not reported in the loaded dataset | 2023 |
| United Of Omaha | INVESTMENT COMPANY | $13,240 | $0 | 2023 |
| Mutual Of Omaha | INVESTMENT COMPANY | $0 | $0 | 2023 |