Plan5500

D.F. Chase, Inc., Dba Chase Construction Group — 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, D.F. Chase, Inc., Dba Chase Construction Group (EIN 62-1298273) is a plan sponsor located in Nashville, TN with 1 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
62-1298273
Location
Nashville, TN
Loaded plans
1
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 D.F. Chase, Inc., Dba Chase Construction Group

  • 1 loaded plans hold $66M in reported assets.
  • The largest, The Chase Construction Group Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 98 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56MSummed across loaded plans$55,982,752
Total reported assets$66M$65,958,604
Total reported participants98
Total reported liabilities$10M$9,975,852

Reported net position

Reported assets = net assets + liabilities (summed)$66M total assets
Net assets$56MLiabilities$10M
Contributions & income
Employer contributions$926.6K
Participant contributionsNot reported
Total income / additions$22M
Expenses & distributions
Benefits paid / distributions$656.6K
Total expenses$980.7K
Net increase / (decrease)$21M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%The Chase Construction Group Employee Stock Ownership Plan
Participants per plan98Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Chase Construction Group Employee Stock Ownership Plan$66M
    Plan #003 · 98 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 D.F. Chase, Inc., Dba Chase Construction Group. Open one for its full reported snapshot.

  1. 2023
    The Chase Construction Group Employee Stock Ownership Plan98 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does D.F. Chase, Inc., Dba Chase Construction Group report on Form 5500?
D.F. Chase, Inc., Dba Chase Construction Group (EIN 62-1298273) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for D.F. Chase, Inc., Dba Chase Construction Group?
The Employer Identification Number (EIN) reported for D.F. Chase, Inc., Dba Chase Construction Group is 62-1298273.
What is the latest Form 5500 filing year for D.F. Chase, Inc., Dba Chase Construction Group?
The latest loaded Form 5500 filing year for D.F. Chase, Inc., Dba Chase Construction Group is 2023.

Related Form 5500 pages