Chase Corporation 401(K) Plan — Form 5500 plan (Chase Corporation)
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, Chase Corporation 401(K) Plan is a benefit plan reported by Chase Corporation under EIN 11-1797126 and plan number 002. The latest loaded filing year is 2023. The filing reports 722 participants and $52,331,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chase Corporation
- EIN
- 11-1797126
- Plan number
- 002
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $52,331,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20241014074320NAL0043789328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,331,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,331,156
- Net assets (BOY)
- $45,842,006
Income & contributions
- Employer contributions
- $980,646
- Participant contributions
- $2,533,251
- Total contributions
- $3,612,804
- Total income / additions
- $11,799,409
Expenses & distributions
- Benefits paid
- $5,187,851
- Administrative expenses
- $122,408
- Total expenses
- $5,310,259
- Net increase / (decrease)
- $6,489,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $64,052 | $0 | 2023 |
| Ubs Financial Services, Inc. | ADVISOR | $51,036 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $7,321 | $0 | 2023 |