Plan5500

Chesapeake Financial Shares, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Chesapeake Financial Shares, Inc. (EIN 54-1210845) is a plan sponsor located in Kilmarnock, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1210845
Location
Kilmarnock, VA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Chesapeake Financial Shares, Inc.

  • 2 loaded plans hold $42.2M in reported assets.
  • The largest, Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan, holds 84% of this company's reported plan assets.
  • Plans cover 535 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.2MSummed across loaded plans$42,216,108
Total reported assets$42.2M$42,216,108
Total reported participants535
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42.2M total assets
Net assets$42.2MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.8M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets84%Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan
Participants per plan268Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan$35.4M
    Plan #003 · 307 participants · 2023
  2. 2
    Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan$6.8M
    Plan #002 · 228 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Chesapeake Financial Shares, Inc.. Open one for its full reported snapshot.

  1. 2023
    Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan228 participants · 2Sch H
    View filing →
  2. 2023
    Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan307 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Chesapeake Financial Shares, Inc. report on Form 5500?
Chesapeake Financial Shares, Inc. (EIN 54-1210845) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Chesapeake Financial Shares, Inc.?
The Employer Identification Number (EIN) reported for Chesapeake Financial Shares, Inc. is 54-1210845.
What is the latest Form 5500 filing year for Chesapeake Financial Shares, Inc.?
The latest loaded Form 5500 filing year for Chesapeake Financial Shares, Inc. is 2023.

Related Form 5500 pages