2023 Form 5500 filing — Chestnut Hill Realty Corp. 401k 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 20241008091644NAL0029454784003) for Chestnut Hill Realty Corp. 401k Plan, reported by Chestnut Hill Realty Corp. under EIN 04-2737440 and plan number 001. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008091644NAL0029454784003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chestnut Hill Realty Corp.
- EIN
- 04-2737440
- Plan number
- 001
- Location
- Chestnut Hill, MA
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,731,338
- Net assets (EOY)
- $37,731,338
- Employer contributions
- $750,948
- Participant contributions
- $1,358,786
- Total income / additions
- $8,341,257
- Benefits paid
- $2,284,989
- Administrative expenses
- $71,767
- Total expenses
- $2,359,666
- Net increase / (decrease)
- $5,981,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $65,300 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $50,279 |
| Transamerica Life Insurance Company | RECORDKEEPER | $1,863 | $0 |