2023 Form 5500 filing — Chartwell Law Offices, L.L.P. 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 20241010092827NAL0011334771001) for Chartwell Law Offices, L.L.P. 401(K) Profit Sharing Plan, reported by The Chartwell Law Offices, L.L.P. under EIN 26-0019118 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092827NAL0011334771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Chartwell Law Offices, L.L.P.
- EIN
- 26-0019118
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,383,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,383,629
- Employer contributions
- $2,351,471
- Participant contributions
- $3,317,208
- Total income / additions
- $13,067,507
- Benefits paid
- $2,270,793
- Administrative expenses
- $167,427
- Total expenses
- $2,438,220
- Net increase / (decrease)
- $10,629,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISOR | $158,565 | not reported in the loaded dataset |
| Shaniese Williams | PPA | $8,473 | not reported in the loaded dataset |
| Nationwide Trust Company, Fsb | RECORDKEEPER | $496 | $120 |