2023 Form 5500 filing — Chaney Enterprises Companies 401(K) Profit Sharing 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 20241015162321NAL0048884768001) for Chaney Enterprises Companies 401(K) Profit Sharing Plan, reported by Chaney Enterprises Limited Partnership under EIN 52-1702211 and plan number 001. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162321NAL0048884768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chaney Enterprises Limited Partnership
- EIN
- 52-1702211
- Plan number
- 001
- Location
- Waldorf, MD
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,282,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,282,897
- Employer contributions
- $3,574,858
- Participant contributions
- $3,241,464
- Total income / additions
- $16,573,074
- Benefits paid
- $5,262,432
- Administrative expenses
- $156,869
- Total expenses
- $5,440,750
- Net increase / (decrease)
- $11,132,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $85,100 | $0 |
| Rbc Capital Markets Corp. | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $34,051 | not reported in the loaded dataset |