2023 Form 5500 filing — Cha Consulting, Inc. Retirement Investment 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 20240906124159NAL0001355521001) for Cha Consulting, Inc. Retirement Investment Plan, reported by Cha Consulting Inc. under EIN 16-0966259 and plan number 001. It reports 2,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906124159NAL0001355521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cha Consulting Inc.
- EIN
- 16-0966259
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 2,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,586,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,586,426
- Employer contributions
- $5,056,392
- Participant contributions
- $14,850,937
- Total income / additions
- $56,711,195
- Benefits paid
- $20,272,046
- Administrative expenses
- $324,520
- Total expenses
- $20,616,327
- Net increase / (decrease)
- $36,094,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | ADVISOR | $163,695 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $134,366 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $26,459 | not reported in the loaded dataset |