Child Action, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Child Action, 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, Child Action, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Child Action, Inc. under EIN 94-2364946 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $23,249,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child Action, Inc.
- EIN
- 94-2364946
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Cordova, CA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $23,249,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241001183748NAL0007252129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,249,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,249,937
- Net assets (BOY)
- $19,322,597
Income & contributions
- Employer contributions
- $719,683
- Participant contributions
- $945,556
- Total contributions
- $1,666,846
- Total income / additions
- $5,247,478
Expenses & distributions
- Benefits paid
- $1,306,505
- Administrative expenses
- $13,633
- Total expenses
- $1,320,138
- Net increase / (decrease)
- $3,927,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc. | OTHER SERVICES | $0 | $44,650 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,125 | $0 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $1,507 | $9,026 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child Action, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cordova, CA
- Principal Securities Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Ascensus — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation