2023 Form 5500 filing — Chestnut Petroleum Distributors, Inc. 401(K) 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 20240930051511NAL0002443107001) for Chestnut Petroleum Distributors, Inc. 401(K) Plan, reported by Chestnut Petroleum Distributors, under EIN 14-1789595 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930051511NAL0002443107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chestnut Petroleum Distributors,
- EIN
- 14-1789595
- Plan number
- 001
- Location
- New Paltz, NY
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,396,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,396,335
- Employer contributions
- $297,411
- Participant contributions
- $564,098
- Total income / additions
- $1,730,316
- Benefits paid
- $36,996
- Administrative expenses
- $12,682
- Total expenses
- $51,018
- Net increase / (decrease)
- $1,679,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities, LLC | INVESTMENT/FINANCIAL ADVI | $9,380 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,301 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |