Children'S Home Society Of West Virginia 403(B) Plan — Form 5500 plan (Children'S Home Society Of West Virginia)
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'S Home Society Of West Virginia 403(B) Plan is a benefit plan reported by Children'S Home Society Of West Virginia under EIN 55-0360199 and plan number 002. The latest loaded filing year is 2023. The filing reports 418 participants and $1,688,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Home Society Of West Virginia
- EIN
- 55-0360199
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $1,688,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20241014103305NAL0027037217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,688,213
- Net assets (EOY)
- $1,688,213
- Net assets (BOY)
- $1,561,285
Income & contributions
- Participant contributions
- $75,889
- Total contributions
- $119,736
- Total income / additions
- $262,405
Expenses & distributions
- Benefits paid
- $132,959
- Administrative expenses
- $2,518
- Total expenses
- $135,477
- Net increase / (decrease)
- $126,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $2,087 | 2023 |