2023 Form 5500 filing — The Chase Construction Group Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604082408NAL0039633410001) for The Chase Construction Group Employee Stock Ownership Plan, reported by D.F. Chase, Inc., Dba Chase Construction Group under EIN 62-1298273 and plan number 003. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56MReported net assets$55,982,752
Participants98
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240604082408NAL0039633410001
Plan sponsor
D.F. Chase, Inc., Dba Chase Construction Group
EIN
62-1298273
Plan number
003
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$66M total assets
Net assets$56MLiabilities$10M
Money in vs. money out
Total income / additions$22M
Total expenses$980.7K
Benefits paid / distributions$656.6K
Contributions
Employer$926.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$65,958,604
Total liabilities (EOY)
$9,975,852
Net assets (EOY)
$55,982,752
Employer contributions
$926,560
Total income / additions
$21,962,299
Benefits paid
$656,647
Total expenses
$980,670
Net increase / (decrease)
$20,981,629

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240604082408NAL0039633410001 cover?
It is the 2023 Form 5500 filing for The Chase Construction Group Employee Stock Ownership Plan, reported by D.F. Chase, Inc., Dba Chase Construction Group (EIN 62-1298273).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages