Chase Industries Inc. 401(K) Plan — Form 5500 plan (Chase Industries, 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, Chase Industries Inc. 401(K) Plan is a benefit plan reported by Chase Industries, Inc. under EIN 31-1503085 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,201 participants and $32,007,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chase Industries, Inc.
EIN
31-1503085
Plan number
001
Plan type
2
Location
Springdale, OH
Latest filing year
2023
Participants
1,201
End-of-year plan assets
$32,007,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20241015161107NAL0015051699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,007,679
Total liabilities (EOY)
$0
Net assets (EOY)
$32,007,679
Net assets (BOY)
$25,369,792

Income & contributions

Employer contributions
$1,329,629
Participant contributions
$4,194,484
Total contributions
$5,635,059
Total income / additions
$10,016,564

Expenses & distributions

Benefits paid
$3,286,172
Administrative expenses
$92,505
Total expenses
$3,378,677
Net increase / (decrease)
$6,637,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$152,134not reported in the loaded dataset2023
Valmark Advisers, Inc.NONE$29,926not reported in the loaded dataset2023

Related Form 5500 pages