Thompson Child & Family Focus 401(K) Plan — Form 5500 plan (Thompson Child & Family Focus)
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, Thompson Child & Family Focus 401(K) Plan is a benefit plan reported by Thompson Child & Family Focus under EIN 56-0547460 and plan number 004. The latest loaded filing year is 2023. The filing reports 557 participants and $5,521,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Child & Family Focus
- EIN
- 56-0547460
- Plan number
- 004
- Plan type
- 2
- Location
- Matthews, NC
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $5,521,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20241011105715NAL0021714273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,521,162
- Net assets (EOY)
- $5,521,162
- Net assets (BOY)
- $4,654,165
Income & contributions
- Employer contributions
- $68,180
- Participant contributions
- $223,570
- Total contributions
- $322,996
- Total income / additions
- $1,014,651
Expenses & distributions
- Benefits paid
- $116,698
- Administrative expenses
- $4,738
- Total expenses
- $147,654
- Net increase / (decrease)
- $866,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $4,738 | $0 | 2023 |