Bradley/Dixie Companies Retirement Plan — Form 5500 plan (Chatham Service Bureau, 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, Bradley/Dixie Companies Retirement Plan is a benefit plan reported by Chatham Service Bureau, Inc. under EIN 58-0958295 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $51,395,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chatham Service Bureau, Inc.
- EIN
- 58-0958295
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $51,395,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20240717092331NAL0002391427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,395,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,395,711
- Net assets (BOY)
- $49,202,563
Income & contributions
- Employer contributions
- $874,543
- Participant contributions
- $2,501,564
- Total contributions
- $3,470,068
- Total income / additions
- $11,172,816
Expenses & distributions
- Benefits paid
- $8,854,145
- Administrative expenses
- $102,538
- Total expenses
- $8,979,668
- Net increase / (decrease)
- $2,193,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,131 | $0 | 2023 |
| Independent Advisor Alliance | 35631 | $33,358 | $2,224 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chatham Service Bureau, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Principal Life Insurance Company — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation