2023 Form 5500 filing — Chief Executives Organization, Inc. 401(K) Profit Sharing Plan And Trust

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 20240917082523NAL0002510129001) for Chief Executives Organization, Inc. 401(K) Profit Sharing Plan And Trust, reported by Chief Executives Organization, Inc. under EIN 20-5778912 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,295,413
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917082523NAL0002510129001
Plan sponsor
Chief Executives Organization, Inc.
EIN
20-5778912
Plan number
001
Location
Washington, DC
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$376.9K
Benefits paid / distributions$369.9K
Contributions
Employer$200.2K
Participant$343.1K
Full reported line items
Total assets (EOY)
$5,295,413
Total liabilities (EOY)
$0
Net assets (EOY)
$5,295,413
Employer contributions
$200,153
Participant contributions
$343,144
Total income / additions
$1,425,375
Benefits paid
$369,944
Administrative expenses
$6,980
Total expenses
$376,924
Net increase / (decrease)
$1,048,451

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917082523NAL0002510129001 cover?
It is the 2023 Form 5500 filing for Chief Executives Organization, Inc. 401(K) Profit Sharing Plan And Trust, reported by Chief Executives Organization, Inc. (EIN 20-5778912).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages