2023 Form 5500 filing — C.H. Powell 401(K) Incentive Savings 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 20240805074241NAL0001140449001) for C.H. Powell 401(K) Incentive Savings Plan, reported by C.H. Powell Company under EIN 04-1740210 and plan number 002. It reports 214 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)$14.9MReported net assets$14,936,883
Participants214
Provider compensation$42.4K1 Schedule C row(s)$42,438
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805074241NAL0001140449001
Plan sponsor
C.H. Powell Company
EIN
04-1740210
Plan number
002
Location
Canton, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$167.5K
Participant$808.6K
Full reported line items
Total assets (EOY)
$14,936,883
Total liabilities (EOY)
$0
Net assets (EOY)
$14,936,883
Employer contributions
$167,537
Participant contributions
$808,597
Total income / additions
$3,097,502
Benefits paid
$1,626,128
Administrative expenses
$42,438
Total expenses
$1,690,796
Net increase / (decrease)
$1,406,706
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $42.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805074241NAL0001140449001 cover?
It is the 2023 Form 5500 filing for C.H. Powell 401(K) Incentive Savings Plan, reported by C.H. Powell Company (EIN 04-1740210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages