Chf Industries, Inc. Retirement Savings Plan — Form 5500 plan (Chf Industries 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, Chf Industries, Inc. Retirement Savings Plan is a benefit plan reported by Chf Industries Inc under EIN 01-0671659 and plan number 003. The latest loaded filing year is 2023. The filing reports 198 participants and $23,428,828 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.4MPlan net assets, end of year$23,428,828
Participants198Covered participants reported
Assets / participant$118.3KComputed: assets ÷ participants$118,327 (computed)
Provider compensation$32.5K2 Schedule C provider row(s)$32,453
- Plan sponsor
- Chf Industries Inc
- EIN
- 01-0671659
- Plan number
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240927123233NAL0002278513001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,428,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,428,828
- Net assets (BOY)
- $18,762,674
Income & contributions
- Employer contributions
- $191,080
- Participant contributions
- $886,479
- Total contributions
- $2,601,598
- Total income / additions
- $5,584,278
Expenses & distributions
- Benefits paid
- $912,624
- Administrative expenses
- $5,500
- Total expenses
- $918,124
- Net increase / (decrease)
- $4,666,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporat | OTHER SERVICES | $0 | $26,859 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,594 | $0 | 2023 |