Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan — Form 5500 plan (Christian Retirement Services Inc)
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, Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan is a benefit plan reported by Christian Retirement Services Inc under EIN 42-0919489 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $11,631,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christian Retirement Services Inc
- EIN
- 42-0919489
- Plan number
- 001
- Plan type
- 2
- Location
- Iowa City, IA
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $11,631,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250415133008NAL0005851536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,631,454
- Net assets (EOY)
- $11,631,454
- Net assets (BOY)
- $9,510,144
Income & contributions
- Employer contributions
- $422,256
- Participant contributions
- $487,059
- Total contributions
- $912,781
- Total income / additions
- $2,365,924
Expenses & distributions
- Benefits paid
- $211,422
- Administrative expenses
- $33,192
- Total expenses
- $244,614
- Net increase / (decrease)
- $2,121,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORD KEEPER | $26,980 | $0 | 2023 |
| Lpl Financial LLC | BROKER/ADVISOR | $0 | $24,788 | 2023 |
| Empower Advisory Group, L.L.C | INVESTMENT MGMT | $7,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christian Retirement Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Iowa City, IA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Empower Advisory Group, L.L.C — Schedule C compensation