Chartered Advisory Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Chartered Advisory Group 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, Chartered Advisory Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Chartered Advisory Group Inc under EIN 23-3063723 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,226,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chartered Advisory Group Inc
- EIN
- 23-3063723
- Plan number
- 001
- Plan type
- 2
- Location
- Chadds Ford, PA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,226,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240619110140NAL0005648784001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,226,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,226,554
- Net assets (BOY)
- $1,011,437
Income & contributions
- Employer contributions
- $4,809
- Participant contributions
- $5,730
- Total income / additions
- $246,587
Expenses & distributions
- Benefits paid
- $31,350
- Administrative expenses
- $120
- Total expenses
- $31,470
- Net increase / (decrease)
- $215,117
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.