Chartwell Law Offices, L.L.P. 401(K) Profit Sharing Plan — Form 5500 plan (The Chartwell Law Offices, L.L.P.)
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, Chartwell Law Offices, L.L.P. 401(K) Profit Sharing Plan is a benefit plan reported by The Chartwell Law Offices, L.L.P. under EIN 26-0019118 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $42,383,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Chartwell Law Offices, L.L.P.
- EIN
- 26-0019118
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $42,383,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20241010092827NAL0011334771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,383,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,383,629
- Net assets (BOY)
- $31,754,342
Income & contributions
- Employer contributions
- $2,351,471
- Participant contributions
- $3,317,208
- Total contributions
- $7,129,665
- Total income / additions
- $13,067,507
Expenses & distributions
- Benefits paid
- $2,270,793
- Administrative expenses
- $167,427
- Total expenses
- $2,438,220
- Net increase / (decrease)
- $10,629,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISOR | $158,565 | not reported in the loaded dataset | 2023 |
| Shaniese Williams | PPA | $8,473 | not reported in the loaded dataset | 2023 |
| Nationwide Trust Company, Fsb | RECORDKEEPER | $496 | $120 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Chartwell Law Offices, L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Morgan Stanley Global Banking Ops — Schedule C compensation
- Shaniese Williams — Schedule C compensation
- Nationwide Trust Company, Fsb — Schedule C compensation