2023 Form 5500 filing — Clasen Quality Chocolate 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 20240930113617NAL0005483201001) for Clasen Quality Chocolate 401(K) Plan, reported by Clasen Quality Chocolate under EIN 39-1921811 and plan number 001. It reports 669 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)$55.5MReported net assets$55,498,347
Participants669
Provider compensation$8.2K2 Schedule C row(s)$8,163
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930113617NAL0005483201001
Plan sponsor
Clasen Quality Chocolate
EIN
39-1921811
Plan number
001
Location
Madison, WI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$55.5M total assets
Net assets$55.5MLiabilities$0
Money in vs. money out
Total income / additions$16.1M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$2.5M
Participant$4.5M
Full reported line items
Total assets (EOY)
$55,498,347
Total liabilities (EOY)
$0
Net assets (EOY)
$55,498,347
Employer contributions
$2,548,318
Participant contributions
$4,501,222
Total income / additions
$16,149,480
Benefits paid
$4,548,177
Administrative expenses
$8,163
Total expenses
$4,556,340
Net increase / (decrease)
$11,593,140
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $6.7K
  2. 2
    RECORDKEEPER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930113617NAL0005483201001 cover?
It is the 2023 Form 5500 filing for Clasen Quality Chocolate 401(K) Plan, reported by Clasen Quality Chocolate (EIN 39-1921811).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages