2023 Form 5500 filing — Stephen Chelbay Company Cash Account Pension 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 20241014161243NAL0026679857001) for Stephen Chelbay Company Cash Account Pension Plan, reported by Stephen Chelbay Company under EIN 94-1750014 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.6MReported net assets$2,570,296
Participants112
Provider compensation$46.5K3 Schedule C row(s)$46,467
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014161243NAL0026679857001
- Plan sponsor
- Stephen Chelbay Company
- EIN
- 94-1750014
- Plan number
- 001
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,570,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,570,296
- Employer contributions
- $88,008
- Total income / additions
- $347,889
- Benefits paid
- $145,840
- Administrative expenses
- $78,911
- Total expenses
- $224,751
- Net increase / (decrease)
- $123,138
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,967 | $0 |
| Ineich & Company, Llp | ACCOUNTANT | $10,500 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |