Chadwick-Baross, Inc. Savings And Ps Plan — Form 5500 plan (Chadwick-Baross, Inc.)

Plain-English plan 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, Chadwick-Baross, Inc. Savings And Ps Plan is a benefit plan reported by Chadwick-Baross, Inc. under EIN 01-0143440 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $14,947,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chadwick-Baross, Inc.
EIN
01-0143440
Plan number
001
Plan type
2
Location
Westbrook, ME
Latest filing year
2023
Participants
200
End-of-year plan assets
$14,947,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241015074837NAL0027781137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,947,914
Total liabilities (EOY)
$0
Net assets (EOY)
$14,947,914
Net assets (BOY)
$12,233,127

Income & contributions

Employer contributions
$576,275
Participant contributions
$1,117,143
Total contributions
$1,706,506
Total income / additions
$3,904,835

Expenses & distributions

Benefits paid
$1,154,435
Administrative expenses
$35,613
Total expenses
$1,190,048
Net increase / (decrease)
$2,714,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$22,738$112023
Sandhill Invesment MgmtNONE$12,875not reported in the loaded dataset2023

Related Form 5500 pages