Children & Families First Delaware, Inc 401(K) Plan — Form 5500 plan (Children & Families First Delaware, 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, Children & Families First Delaware, Inc 401(K) Plan is a benefit plan reported by Children & Families First Delaware, Inc. under EIN 51-0065731 and plan number 002. The latest loaded filing year is 2023. The filing reports 530 participants and $6,597,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,591,226
Participants530Covered participants reported
Assets / participant$12.4KComputed: assets ÷ participants$12,448 (computed)
Provider compensation$22.3K2 Schedule C provider row(s)$22,327
Plan sponsor
Children & Families First Delaware, Inc.
EIN
51-0065731
Plan number
002
Plan type
2
Location
Wilmington, DE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023530H, C20241002113632NAL0003985123001
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)$6.6M total assets
Net assets$6.6MLiabilities$6K
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$290.5K
Participant$643.3K
Full reported line items

Net assets

Total assets (EOY)
$6,597,258
Total liabilities (EOY)
$6,032
Net assets (EOY)
$6,591,226
Net assets (BOY)
$5,874,135

Income & contributions

Employer contributions
$290,543
Participant contributions
$643,309
Total contributions
$957,598
Total income / additions
$1,902,523

Expenses & distributions

Benefits paid
$1,129,463
Administrative expenses
$55,969
Total expenses
$1,185,432
Net increase / (decrease)
$717,091
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 31%Participant 69%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dravo Bay LLCADVISOR$14,547$02023
John Hancock Life Insurance CompanyRECORDKEEPER$7,780$02023

Related Form 5500 pages