Chs Employee Group, LLC 401(K) Retirement Plan — Form 5500 plan (Chs Employee Group, LLC)
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, Chs Employee Group, LLC 401(K) Retirement Plan is a benefit plan reported by Chs Employee Group, LLC under EIN 23-2704721 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,436 participants and $100,356,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chs Employee Group, LLC
- EIN
- 23-2704721
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 3,436
- End-of-year plan assets
- $100,356,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,436 | H, C | 20241030084935NAL0000322963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,356,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,356,988
- Net assets (BOY)
- $87,323,975
Income & contributions
- Employer contributions
- $1,212,362
- Participant contributions
- $6,826,555
- Total contributions
- $8,694,451
- Total income / additions
- $25,509,999
Expenses & distributions
- Benefits paid
- $12,253,569
- Administrative expenses
- $140,831
- Total expenses
- $12,476,986
- Net increase / (decrease)
- $13,033,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co Inc | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Lattimore Black Morgan & Cain Pc | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,271 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chs Employee Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- Oppenheimer & Co Inc — Schedule C compensation
- Lattimore Black Morgan & Cain Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation