2023 Form 5500 filing — House Of Cheatham, LLC 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 20241016084500NAL0030394289001) for House Of Cheatham, LLC 401(K) Plan, reported by House Of Cheatham, LLC under EIN 87-3435212 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016084500NAL0030394289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- House Of Cheatham, LLC
- EIN
- 87-3435212
- Plan number
- 001
- Location
- Stone Mountain, GA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,122,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,122,401
- Employer contributions
- $303,767
- Participant contributions
- $460,623
- Total income / additions
- $1,485,943
- Benefits paid
- $257,020
- Administrative expenses
- $28,397
- Total expenses
- $310,977
- Net increase / (decrease)
- $1,174,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $16,077 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Schwab | NONE | $0 | $0 |