2023 Form 5500 filing — Chasse Building Team, Inc. 401(K) 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 20241008194314NAL0018227761001) for Chasse Building Team, Inc. 401(K) Profit Sharing Plan, reported by Chasse Building Team, Inc. under EIN 26-0807763 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008194314NAL0018227761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chasse Building Team, Inc.
- EIN
- 26-0807763
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,122,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,122,377
- Employer contributions
- $1,212,259
- Participant contributions
- $2,147,440
- Total income / additions
- $7,332,545
- Benefits paid
- $1,711,835
- Administrative expenses
- $75,008
- Total expenses
- $1,786,787
- Net increase / (decrease)
- $5,545,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors Inc | ADVISOR | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,008 | $0 |