A. W. Chesterton Company 401k Plan — Form 5500 plan (A.W. Chesterton Company)
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, A. W. Chesterton Company 401k Plan is a benefit plan reported by A.W. Chesterton Company under EIN 04-1173400 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $126,062,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.W. Chesterton Company
- EIN
- 04-1173400
- Plan number
- 001
- Plan type
- 2
- Location
- Groveland, MA
- Latest filing year
- 2023
- Participants
- 915
- End-of-year plan assets
- $126,062,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20240930091627NAL0002524147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,062,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,062,663
- Net assets (BOY)
- $114,056,868
Income & contributions
- Employer contributions
- $1,356,287
- Participant contributions
- $4,617,032
- Total contributions
- $6,513,122
- Total income / additions
- $28,983,851
Expenses & distributions
- Benefits paid
- $16,863,060
- Administrative expenses
- $110,773
- Total expenses
- $16,978,056
- Net increase / (decrease)
- $12,005,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $54,103 | not reported in the loaded dataset | 2023 |
| Usi Advisors | INVESTMENT ADVISOR | $42,335 | not reported in the loaded dataset | 2023 |
| Cbiz Mhm, LLC | ACCOUNTANT/AUDITOR | $11,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.W. Chesterton Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Groveland, MA
- Strategic Advisors, Inc. — Schedule C compensation
- Usi Advisors — Schedule C compensation
- Cbiz Mhm, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation