2023 Form 5500 filing — Chp 401(K) 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 20241014130305NAL0052345394001) for Chp 401(K) Plan, reported by Chelten House Products, LLC under EIN 85-4203125 and plan number 003. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130305NAL0052345394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chelten House Products, LLC
- EIN
- 85-4203125
- Plan number
- 003
- Location
- Swedesboro, NJ
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,553,044
- Total liabilities (EOY)
- $11,173
- Net assets (EOY)
- $7,541,871
- Employer contributions
- $192,027
- Participant contributions
- $864,068
- Total income / additions
- $2,271,754
- Benefits paid
- $1,169,666
- Administrative expenses
- $61,914
- Total expenses
- $1,233,397
- Net increase / (decrease)
- $1,038,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,050 | not reported in the loaded dataset |
| Mml Investor Services LLC | ADVISOR | $20,274 | not reported in the loaded dataset |
| Mgs Llp | ACCOUNTANT/AUDITOR | $13,509 | not reported in the loaded dataset |