Plan5500

Chambers & Owen, Inc. 401(K) Plan — Form 5500 plan (Chambers & Owen, 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, Chambers & Owen, Inc. 401(K) Plan is a benefit plan reported by Chambers & Owen, Inc. under EIN 39-1285594 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $32,915,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chambers & Owen, Inc.
EIN
39-1285594
Plan number
001
Plan type
2
Location
Janesville, WI
Latest filing year
2023
Participants
117
End-of-year plan assets
$32,915,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20240730085352NAL0043286914001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,915,846
Total liabilities (EOY)
$0
Net assets (EOY)
$32,915,846
Net assets (BOY)
$29,068,319

Income & contributions

Employer contributions
$447,408
Participant contributions
$804,583
Total contributions
$1,336,507
Total income / additions
$5,694,575

Expenses & distributions

Benefits paid
$1,748,566
Administrative expenses
$98,482
Total expenses
$1,847,048
Net increase / (decrease)
$3,847,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement, Inc.NONE$73,411not reported in the loaded dataset2023
Oneamerica Retirement Services LLCNONE$25,071not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages