2023 Form 5500 filing — Chalmers & Kubeck, Inc. Employees' 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 20250415130238NAL0001491907001) for Chalmers & Kubeck, Inc. Employees' Pension Plan, reported by Chalmers & Kubeck, Inc. under EIN 23-1573156 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415130238NAL0001491907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chalmers & Kubeck, Inc.
- EIN
- 23-1573156
- Plan number
- 001
- Location
- Aston, PA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$227,846
- Benefits paid
- $11,043,754
- Administrative expenses
- $155,000
- Total expenses
- $11,198,754
- Net increase / (decrease)
- -$11,426,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | N/A | $155,000 | not reported in the loaded dataset |