Chatham Financial Corporation 401(K) Plan — Form 5500 plan (Chatham Financial)
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, Chatham Financial Corporation 401(K) Plan is a benefit plan reported by Chatham Financial under EIN 23-2659499 and plan number 001. The latest loaded filing year is 2023. The filing reports 789 participants and $187,431,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chatham Financial
- EIN
- 23-2659499
- Plan number
- 001
- Plan type
- 2
- Location
- Kennett Square, PA
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $187,431,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20241015121102NAL0016339027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,431,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,431,722
- Net assets (BOY)
- $145,161,975
Income & contributions
- Employer contributions
- $7,470,819
- Participant contributions
- $7,925,093
- Total contributions
- $17,600,095
- Total income / additions
- $51,506,035
Expenses & distributions
- Benefits paid
- $9,199,207
- Administrative expenses
- $34,130
- Total expenses
- $9,236,288
- Net increase / (decrease)
- $42,269,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,190 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$101,560 | $0 | 2023 |