2023 Form 5500 filing — Checker Distributors 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 20241001134127NAL0011786272001) for Checker Distributors 401(K) Plan, reported by Checker Notions Co., Inc. Dba Checker Distributors under EIN 34-1105190 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001134127NAL0011786272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Checker Notions Co., Inc. Dba Checker Distributors
- EIN
- 34-1105190
- Plan number
- 001
- Location
- Maumee, OH
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $77,355
- Participant contributions
- $179,554
- Total income / additions
- $618,137
- Benefits paid
- $395,260
- Administrative expenses
- $16,522
- Total expenses
- $411,782
- Net increase / (decrease)
- $206,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $29,336 | $0 |
| Pension Innovations & Consulting | TPA | $0 | $5,838 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,474 | $0 |