Chapel Valley Landscape Company 401(K) Plan — Form 5500 plan (Chapel Valley Landscape Company)
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, Chapel Valley Landscape Company 401(K) Plan is a benefit plan reported by Chapel Valley Landscape Company under EIN 52-0856598 and plan number 002. The latest loaded filing year is 2023. The filing reports 446 participants and $8,132,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapel Valley Landscape Company
- EIN
- 52-0856598
- Plan number
- 002
- Plan type
- 2
- Location
- Woodbine, MD
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $8,132,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20250114161715NAL0032084272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,132,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,132,553
- Net assets (BOY)
- $6,689,917
Income & contributions
- Employer contributions
- $77,163
- Participant contributions
- $537,053
- Total contributions
- $614,216
- Total income / additions
- $1,869,992
Expenses & distributions
- Benefits paid
- $409,256
- Administrative expenses
- $5,707
- Total expenses
- $427,356
- Net increase / (decrease)
- $1,442,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planners & Administrator | THIRD PARTY ADMINSTRATOR | $1,800 | $2,525 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,133 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $774 | $1,134 | 2023 |
| Scp Retirement Services, LLC | OTHER SERVICES | $0 | $886 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chapel Valley Landscape Company
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Woodbine, MD
- Retirement Planners & Administrator — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Scp Retirement Services, LLC — Schedule C compensation