Chrysalis4wealth Retirement Plan — Form 5500 plan (Chrysalis4wealth, 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, Chrysalis4wealth Retirement Plan is a benefit plan reported by Chrysalis4wealth, Inc. under EIN 47-1523072 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $32,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chrysalis4wealth, Inc.
- EIN
- 47-1523072
- Plan number
- 001
- Plan type
- 2
- Location
- Oxon Hill, MD
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $32,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240822130406NAL0009047280001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $32,100
- Net assets (EOY)
- $32,100
- Net assets (BOY)
- $37,199
Income & contributions
- Total income / additions
- -$4,853
Expenses & distributions
- Administrative expenses
- $246
- Total expenses
- $246
- Net increase / (decrease)
- -$5,099
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.