Chambers & Owen, Inc. 401(K) Union 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) Union Plan is a benefit plan reported by Chambers & Owen, Inc. under EIN 39-1285594 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $9,569,901 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.6MPlan net assets, end of year$9,569,901
Participants130Covered participants reported
Assets / participant$73.6KComputed: assets ÷ participants$73,615 (computed)
Provider compensation$40.4K3 Schedule C provider row(s)$40,443
- Plan sponsor
- Chambers & Owen, Inc.
- EIN
- 39-1285594
- Plan number
- 002
- Plan type
- 2
- Location
- Janesville, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20240730085537NAL0019759105001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,569,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,569,901
- Net assets (BOY)
- $8,331,247
Income & contributions
- Employer contributions
- $136,631
- Participant contributions
- $174,976
- Total contributions
- $311,607
- Total income / additions
- $1,629,864
Expenses & distributions
- Benefits paid
- $350,767
- Administrative expenses
- $40,443
- Total expenses
- $391,210
- Net increase / (decrease)
- $1,238,654
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $23,930 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $16,513 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |