2023 Form 5500 filing — Challenger, Gray & Christmas, Inc. 401(K) 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 20240611143258NAL0057325170001) for Challenger, Gray & Christmas, Inc. 401(K) Plan, reported by Challenger Gray & Christmas, Inc. under EIN 34-1220539 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240611143258NAL0057325170001
Filing year
2023
Form type
2
Plan sponsor
Challenger Gray & Christmas, Inc.
EIN
34-1220539
Plan number
001
Location
Northfield, IL
Participants
210
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,123,230
Total liabilities (EOY)
$0
Net assets (EOY)
$11,123,230
Employer contributions
$9,018
Participant contributions
$952,620
Total income / additions
$2,700,131
Benefits paid
$263,893
Administrative expenses
$38,813
Total expenses
$321,404
Net increase / (decrease)
$2,378,727
Schedule source
Schedule I

Related Form 5500 pages