2023 Form 5500 filing — The Herb Chambers Companies Section 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 20241015132615NAL0016484947001) for The Herb Chambers Companies Section 401(K) Plan, reported by Jennings Road Management Corp under EIN 06-1169004 and plan number 002. It reports 2,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132615NAL0016484947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jennings Road Management Corp
- EIN
- 06-1169004
- Plan number
- 002
- Location
- Glastonbury, CT
- Participants
- 2,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,832,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,832,151
- Employer contributions
- $2,040,070
- Participant contributions
- $8,598,024
- Total income / additions
- $28,914,521
- Benefits paid
- $5,731,937
- Administrative expenses
- $320,075
- Total expenses
- $6,282,995
- Net increase / (decrease)
- $22,631,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $204,590 | $0 |
| Pension Consultants Inc | CONTRACT ADMIN | $62,836 | not reported in the loaded dataset |
| Mma Securities LLC | NONE | $55,000 | not reported in the loaded dataset |