2023 Form 5500 filing — Chambers & Owen, Inc. 401(K) Union 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 20240730085537NAL0019759105001) for Chambers & Owen, Inc. 401(K) Union Plan, reported by Chambers & Owen, Inc. under EIN 39-1285594 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.6MReported net assets$9,569,901
Participants130
Provider compensation$40.4K3 Schedule C row(s)$40,443
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730085537NAL0019759105001
- Plan sponsor
- Chambers & Owen, Inc.
- EIN
- 39-1285594
- Plan number
- 002
- Location
- Janesville, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,569,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,569,901
- Employer contributions
- $136,631
- Participant contributions
- $174,976
- Total income / additions
- $1,629,864
- Benefits paid
- $350,767
- Administrative expenses
- $40,443
- Total expenses
- $391,210
- Net increase / (decrease)
- $1,238,654
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $23,930 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $16,513 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |