2023 Form 5500 filing — Chase Industries Inc. 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 20241015161107NAL0015051699001) for Chase Industries Inc. 401(K) Plan, reported by Chase Industries, Inc. under EIN 31-1503085 and plan number 001. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015161107NAL0015051699001
Filing year
2023
Form type
2
Plan sponsor
Chase Industries, Inc.
EIN
31-1503085
Plan number
001
Location
Springdale, OH
Participants
1,201
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,007,679
Total liabilities (EOY)
$0
Net assets (EOY)
$32,007,679
Employer contributions
$1,329,629
Participant contributions
$4,194,484
Total income / additions
$10,016,564
Benefits paid
$3,286,172
Administrative expenses
$92,505
Total expenses
$3,378,677
Net increase / (decrease)
$6,637,887
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$152,134not reported in the loaded dataset
Valmark Advisers, Inc.NONE$29,926not reported in the loaded dataset

Related Form 5500 pages