Campaign For Tobacco-Free Kids 403(B) Plan — Form 5500 plan (Campaign For Tobacco-Free Kids)
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, Campaign For Tobacco-Free Kids 403(B) Plan is a benefit plan reported by Campaign For Tobacco-Free Kids under EIN 52-1969967 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $36,446,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campaign For Tobacco-Free Kids
- EIN
- 52-1969967
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $36,446,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240917122504NAL0001746643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,446,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,446,363
- Net assets (BOY)
- $32,043,526
Income & contributions
- Employer contributions
- $1,641,214
- Participant contributions
- $1,323,152
- Total contributions
- $2,991,870
- Total income / additions
- $8,063,789
Expenses & distributions
- Benefits paid
- $3,576,870
- Administrative expenses
- $84,082
- Total expenses
- $3,660,952
- Net increase / (decrease)
- $4,402,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $46,465 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,551 | $0 | 2023 |
| Aprio Llp | OTHER | $5,400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campaign For Tobacco-Free Kids
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation