2023 Form 5500 filing — Chadwell Supply, Inc. Retirement 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 20240828113255NAL0012092193001) for Chadwell Supply, Inc. Retirement Savings Plan, reported by Chadwell Supply, Inc. under EIN 26-0290810 and plan number 001. It reports 1,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828113255NAL0012092193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chadwell Supply, Inc.
- EIN
- 26-0290810
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 1,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,395,926
- Total liabilities (EOY)
- $168,255
- Net assets (EOY)
- $16,227,671
- Employer contributions
- $1,719,448
- Participant contributions
- $2,961,312
- Total income / additions
- $7,942,681
- Benefits paid
- $433,635
- Administrative expenses
- $126,538
- Total expenses
- $560,173
- Net increase / (decrease)
- $7,382,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $64,255 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $52,289 | $0 |
| Florida Retirement Consultants | CONTRACT ADMINISTRATOR | $9,995 | $0 |