Challenger Companies, Inc. 401k Plan — Form 5500 plan (Challenger Companies, 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, Challenger Companies, Inc. 401k Plan is a benefit plan reported by Challenger Companies, Inc. under EIN 84-1433181 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $7,348,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Challenger Companies, Inc.
- EIN
- 84-1433181
- Plan number
- 001
- Plan type
- 2
- Location
- Nampa, ID
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $7,348,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014160019NAL0027798417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,348,385
- Total liabilities (EOY)
- $914
- Net assets (EOY)
- $7,347,471
- Net assets (BOY)
- $5,807,708
Income & contributions
- Employer contributions
- $330,464
- Participant contributions
- $725,268
- Total contributions
- $1,065,710
- Total income / additions
- $2,207,288
Expenses & distributions
- Benefits paid
- $615,420
- Administrative expenses
- $52,105
- Total expenses
- $667,525
- Net increase / (decrease)
- $1,539,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tumwater Wealth Management, LLC | INVESTMENT ADVISOR | $31,784 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Of Amer | RECORDKEEPER | $19,056 | $0 | 2023 |
| Pinnacle Pension Services | CONTACT ADMIN | $1,255 | $6,356 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Challenger Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Nampa, ID
- Tumwater Wealth Management, LLC — Schedule C compensation
- Empower Annuity Insurance Of Amer — Schedule C compensation
- Pinnacle Pension Services — Schedule C compensation