2023 Form 5500 filing — The Office Of The Chapter 13 Trustee 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 20250708155945NAL0011288578001) for The Office Of The Chapter 13 Trustee 401(K) & Profit Sharing Plan, reported by The Office Of The Chapter 13 Trustee under EIN 62-1217434 and plan number 001. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.8MReported net assets$16,757,788
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250708155945NAL0011288578001
Plan sponsor
The Office Of The Chapter 13 Trustee
EIN
62-1217434
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$321.8K
Participant$184.3K
Full reported line items
Total assets (EOY)
$16,757,788
Total liabilities (EOY)
$0
Net assets (EOY)
$16,757,788
Employer contributions
$321,821
Participant contributions
$184,263
Total income / additions
$4,116,640
Benefits paid
$3,767,482
Administrative expenses
-$3,885
Total expenses
$3,763,597
Net increase / (decrease)
$353,043

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250708155945NAL0011288578001 cover?
It is the 2023 Form 5500 filing for The Office Of The Chapter 13 Trustee 401(K) & Profit Sharing Plan, reported by The Office Of The Chapter 13 Trustee (EIN 62-1217434).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages