2023 Form 5500 filing — The Chantland-Pvs Company Employees' Retirement And Savings 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 20241010073512NAL0020644593001) for The Chantland-Pvs Company Employees' Retirement And Savings Plan, reported by The Chantland-Pvs Company under EIN 38-3384276 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010073512NAL0020644593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Chantland-Pvs Company
- EIN
- 38-3384276
- Plan number
- 001
- Location
- Humboldt, IA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,713,870
- Net assets (EOY)
- $9,713,870
- Employer contributions
- $181,612
- Participant contributions
- $598,566
- Total income / additions
- $2,028,855
- Benefits paid
- $2,235,363
- Administrative expenses
- $34,616
- Total expenses
- $2,271,450
- Net increase / (decrease)
- -$242,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $19,171 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $15,445 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |