2023 Form 5500 filing — Chf Industries, 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 20240927123233NAL0002278513001) for Chf Industries, Inc. Retirement Savings Plan, reported by Chf Industries Inc under EIN 01-0671659 and plan number 003. It reports 198 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)$23.4MReported net assets$23,428,828
Participants198
Provider compensation$32.5K2 Schedule C row(s)$32,453
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927123233NAL0002278513001
Plan sponsor
Chf Industries Inc
EIN
01-0671659
Plan number
003
Location
Charlotte, NC
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$918.1K
Benefits paid / distributions$912.6K
Contributions
Employer$191.1K
Participant$886.5K
Full reported line items
Total assets (EOY)
$23,428,828
Total liabilities (EOY)
$0
Net assets (EOY)
$23,428,828
Employer contributions
$191,080
Participant contributions
$886,479
Total income / additions
$5,584,278
Benefits paid
$912,624
Administrative expenses
$5,500
Total expenses
$918,124
Net increase / (decrease)
$4,666,154

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln Financial Advisors CorporatOTHER SERVICES$0$26,859
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,594$0

Related Form 5500 pages