Chester A Asher Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Chester A Asher 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, Chester A Asher Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Chester A Asher Inc under EIN 23-1639827 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $6,941,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chester A Asher Inc
- EIN
- 23-1639827
- Plan number
- 001
- Plan type
- 2
- Location
- Souderton, PA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $6,941,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240917130857NAL0006251410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,941,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,941,211
- Net assets (BOY)
- $6,458,901
Income & contributions
- Employer contributions
- $81,750
- Participant contributions
- $347,170
- Total contributions
- $433,139
- Total income / additions
- $1,484,080
Expenses & distributions
- Benefits paid
- $968,372
- Administrative expenses
- $33,398
- Total expenses
- $1,001,770
- Net increase / (decrease)
- $482,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $17,269 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $14,861 | not reported in the loaded dataset | 2023 |