2023 Form 5500 filing — Champion Discs, Inc. Cash Balance Pension 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 20250213155519NAL0022986129001) for Champion Discs, Inc. Cash Balance Pension Plan, reported by Champion Discs, Inc under EIN 95-3894688 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213155519NAL0022986129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Champion Discs, Inc
- EIN
- 95-3894688
- Plan number
- 002
- Location
- Ontario, CA
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,476,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,476,210
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $373,108
- Benefits paid
- $40,181
- Administrative expenses
- $31,901
- Total expenses
- $72,082
- Net increase / (decrease)
- $301,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Capital Management | INVESTMENT ADVISORY | $31,901 | not reported in the loaded dataset |