Christian Opportunity Center Profit Sharing Plan — Form 5500 plan (Christian Opportunity Center)

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 Opportunity Center Profit Sharing Plan is a benefit plan reported by Christian Opportunity Center under EIN 42-0946676 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $4,352,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Christian Opportunity Center
EIN
42-0946676
Plan number
001
Plan type
2
Location
Pella, IA
Latest filing year
2023
Participants
240
End-of-year plan assets
$4,352,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20250220165427NAL0009153408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,352,223
Total liabilities (EOY)
$0
Net assets (EOY)
$4,352,223
Net assets (BOY)
$4,330,602

Income & contributions

Employer contributions
$152,293
Participant contributions
$197,673
Total contributions
$362,127
Total income / additions
$1,069,373

Expenses & distributions

Benefits paid
$1,004,342
Administrative expenses
$43,410
Total expenses
$1,047,752
Net increase / (decrease)
$21,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpSERVICE PROVIDER$39,454$02023
Futureplan By AscensusTPA$3,956not reported in the loaded dataset2023

Related Form 5500 pages