2023 Form 5500 filing — Chipps, Caffrey & Dubilier P.S.C. Profit Sharing 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 20241015120358NAL0016315635003) for Chipps, Caffrey & Dubilier P.S.C. Profit Sharing And Savings Plan, reported by Chipps, Caffrey & Dubilier, P.S.C. under EIN 61-0714497 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).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.3MReported net assets$19,288,659

Participants141

Provider compensation$34.9K2 Schedule C row(s)$34,946

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015120358NAL0016315635003
Plan sponsor: Chipps, Caffrey & Dubilier, P.S.C.
EIN: 61-0714497
Plan number: 001
Location: Lexington, KY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$19.3M total assets

Net assets$19.3MLiabilities—

Money in vs. money out

Total income / additions$4.2M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$871.9K

Participant$569.4K

Full reported line items

Total assets (EOY): $19,288,659
Net assets (EOY): $19,288,659
Employer contributions: $871,879
Participant contributions: $569,428
Total income / additions: $4,164,595
Benefits paid: $1,853,226
Administrative expenses: $68,238
Total expenses: $1,921,464
Net increase / (decrease): $2,243,131

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Robert W Baird & Co. Inc.$20.7K
INVESTMENT ADVISOR · Direct $20.7K · Indirect $0
2
Capital Group Retirement Plan Servi$14.2K
RECORDKEEPER · Direct $14.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120358NAL0016315635003 cover?: It is the 2023 Form 5500 filing for Chipps, Caffrey & Dubilier P.S.C. Profit Sharing And Savings Plan, reported by Chipps, Caffrey & Dubilier, P.S.C. (EIN 61-0714497).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).