2023 Form 5500 filing — Chuck Latham Associates, Inc. Ps 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 20241008172057NAL0009931427001) for Chuck Latham Associates, Inc. Ps Plan, reported by Chuck Latham Associates, Inc. under EIN 84-0647636 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172057NAL0009931427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chuck Latham Associates, Inc.
- EIN
- 84-0647636
- Plan number
- 001
- Location
- Parker, CO
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,523,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,523,303
- Employer contributions
- $197,388
- Participant contributions
- $436,010
- Total income / additions
- $1,645,874
- Benefits paid
- $1,963,872
- Administrative expenses
- $24,725
- Total expenses
- $1,988,597
- Net increase / (decrease)
- -$342,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $12,725 | $0 |
| Castle Rock Investment Company | NONE | $12,000 | not reported in the loaded dataset |