2023 Form 5500 filing — Chappaqua Transportation, Inc. Profit Sharing 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 20241002075940NAL0004656019001) for Chappaqua Transportation, Inc. Profit Sharing Plan, reported by Chappaqua Transportation, Inc. under EIN 13-2596447 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002075940NAL0004656019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chappaqua Transportation, Inc.
- EIN
- 13-2596447
- Plan number
- 001
- Location
- Chappaqua, NY
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,515,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,515,236
- Employer contributions
- $40,835
- Participant contributions
- $214,320
- Total income / additions
- $778,898
- Benefits paid
- $282,598
- Administrative expenses
- $2,601
- Total expenses
- $285,199
- Net increase / (decrease)
- $493,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Main Street Financial Solutions LLC | INVESTMENT ADVISOR | $9,110 | not reported in the loaded dataset |
| Side By Side Financials Inc | CONTRACT ADMIN | $1,533 | $3,036 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $102 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co | RECORD KEEPER | $0 | $0 |