Jeffrey Chain, L.P. 401(K) Retirement Savings Plan — Form 5500 plan (Jeffrey Chain, 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, Jeffrey Chain, L.P. 401(K) Retirement Savings Plan is a benefit plan reported by Jeffrey Chain, L.P. under EIN 36-4064692 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $11,587,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeffrey Chain, L.P.
EIN
36-4064692
Plan number
001
Plan type
2
Location
Morristown, TN
Latest filing year
2023
Participants
249
End-of-year plan assets
$11,587,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241002102213NAL0008648129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,587,138
Total liabilities (EOY)
$5,240
Net assets (EOY)
$11,581,898
Net assets (BOY)
$9,943,645

Income & contributions

Employer contributions
$212,544
Participant contributions
$608,038
Total contributions
$870,838
Total income / additions
$2,315,407

Expenses & distributions

Benefits paid
$664,871
Administrative expenses
$7,646
Total expenses
$677,154
Net increase / (decrease)
$1,638,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$7,646$02023
First Horizon Advisors IncOTHER SERVICES$0$3,3872023

Related Form 5500 pages