Chesapeake Plumbing & Heating, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Chesapeake Plumbing & Heating, 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, Chesapeake Plumbing & Heating, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Chesapeake Plumbing & Heating, Inc. under EIN 38-3678259 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $5,158,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chesapeake Plumbing & Heating, Inc.
- EIN
- 38-3678259
- Plan number
- 001
- Plan type
- 2
- Location
- Frankford, DE
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $5,158,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241010152702NAL0020428785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,158,626
- Total liabilities (EOY)
- $298
- Net assets (EOY)
- $5,158,328
- Net assets (BOY)
- $3,847,351
Income & contributions
- Employer contributions
- $283,987
- Participant contributions
- $464,743
- Total contributions
- $748,730
- Total income / additions
- $1,641,664
Expenses & distributions
- Benefits paid
- $319,583
- Administrative expenses
- $6,485
- Total expenses
- $330,687
- Net increase / (decrease)
- $1,310,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfs Securities Inc. | INVESTMENT ADVISOR | $26,059 | $0 | 2023 |
| Limestone Pension Associates, LLC | TPA | $5,025 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $2,113 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chesapeake Plumbing & Heating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Frankford, DE
- Tfs Securities Inc. — Schedule C compensation
- Limestone Pension Associates, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation