Plan5500

Chalmers & Kubeck, Inc. Employees' Pension Plan — Form 5500 plan (Chalmers & Kubeck, 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, Chalmers & Kubeck, Inc. Employees' Pension Plan is a benefit plan reported by Chalmers & Kubeck, Inc. under EIN 23-1573156 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chalmers & Kubeck, Inc.
EIN
23-1573156
Plan number
001
Plan type
2
Location
Aston, PA
Latest filing year
2023
Participants
225
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20250415130238NAL0001491907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,426,600

Income & contributions

Total contributions
$0
Total income / additions
-$227,846

Expenses & distributions

Benefits paid
$11,043,754
Administrative expenses
$155,000
Total expenses
$11,198,754
Net increase / (decrease)
-$11,426,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCN/A$155,000not reported in the loaded dataset2023

Related Form 5500 pages