Holland Home Tax Deferred Annuity Retirement Plan — Form 5500 plan (Christian Living Services)

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, Holland Home Tax Deferred Annuity Retirement Plan is a benefit plan reported by Christian Living Services under EIN 38-1366927 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,471 participants and $39,683,851 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.7MPlan net assets, end of year$39,683,851
Participants1.5KCovered participants reported1,471
Assets / participant$27KComputed: assets ÷ participants$26,977 (computed)
Provider compensation$221.7K2 Schedule C provider row(s)$221,658
Plan sponsor
Christian Living Services
EIN
38-1366927
Plan number
002
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,471 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.7M total assets
Net assets$39.7MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$2.6M
Benefits paid / distributions$2.4M
Contributions
Employer$889.9K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$39,683,851
Total liabilities (EOY)
$0
Net assets (EOY)
$39,683,851
Net assets (BOY)
$31,967,097

Income & contributions

Employer contributions
$889,861
Participant contributions
$2,825,381
Total contributions
$4,836,819
Total income / additions
$10,306,912

Expenses & distributions

Benefits paid
$2,427,035
Administrative expenses
$160,572
Total expenses
$2,590,158
Net increase / (decrease)
$7,716,754
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $160.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $61K

What to inspect next

Frequently asked questions

Who sponsors the Holland Home Tax Deferred Annuity Retirement Plan?
Holland Home Tax Deferred Annuity Retirement Plan is reported as sponsored by Christian Living Services (EIN 38-1366927, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Holland Home Tax Deferred Annuity Retirement Plan?
The latest Form 5500 filing year loaded for Holland Home Tax Deferred Annuity Retirement Plan is 2023.
How many participants does Holland Home Tax Deferred Annuity Retirement Plan report?
Holland Home Tax Deferred Annuity Retirement Plan reports 1,471 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Holland Home Tax Deferred Annuity Retirement Plan?
Holland Home Tax Deferred Annuity Retirement Plan reports $39,683,851 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages