Chappaqua Transportation, Inc. Profit Sharing Plan — Form 5500 plan (Chappaqua Transportation, 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, Chappaqua Transportation, Inc. Profit Sharing Plan is a benefit plan reported by Chappaqua Transportation, Inc. under EIN 13-2596447 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $3,515,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chappaqua Transportation, Inc.
- EIN
- 13-2596447
- Plan number
- 001
- Plan type
- 2
- Location
- Chappaqua, NY
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $3,515,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241002075940NAL0004656019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,515,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,515,236
- Net assets (BOY)
- $3,021,537
Income & contributions
- Employer contributions
- $40,835
- Participant contributions
- $214,320
- Total contributions
- $263,256
- Total income / additions
- $778,898
Expenses & distributions
- Benefits paid
- $282,598
- Administrative expenses
- $2,601
- Total expenses
- $285,199
- Net increase / (decrease)
- $493,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Main Street Financial Solutions LLC | INVESTMENT ADVISOR | $9,110 | not reported in the loaded dataset | 2023 |
| Side By Side Financials Inc | CONTRACT ADMIN | $1,533 | $3,036 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $102 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chappaqua Transportation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Chappaqua, NY
- Main Street Financial Solutions LLC — Schedule C compensation
- Side By Side Financials Inc — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Life & Annuity Ins Co — Schedule C compensation