Chasse Building Team, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Chasse Building Team, 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, Chasse Building Team, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Chasse Building Team, Inc. under EIN 26-0807763 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $22,122,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chasse Building Team, Inc.
EIN
26-0807763
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
247
End-of-year plan assets
$22,122,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241008194314NAL0018227761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,122,377
Total liabilities (EOY)
$0
Net assets (EOY)
$22,122,377
Net assets (BOY)
$16,576,619

Income & contributions

Employer contributions
$1,212,259
Participant contributions
$2,147,440
Total contributions
$4,089,821
Total income / additions
$7,332,545

Expenses & distributions

Benefits paid
$1,711,835
Administrative expenses
$75,008
Total expenses
$1,786,787
Net increase / (decrease)
$5,545,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Global Advisors IncADVISOR$50,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25,008$02023

Related Form 5500 pages