Chauvet & Sons, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Chauvet & Sons, LLC.)

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, Chauvet & Sons, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Chauvet & Sons, LLC. under EIN 65-0184363 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $9,460,947 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chauvet & Sons, LLC.
EIN
65-0184363
Plan number
001
Plan type
2
Location
Davie, FL
Latest filing year
2023
Participants
281
End-of-year plan assets
$9,460,947

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240927132948NAL0001283491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,460,947
Net assets (EOY)
$9,460,947
Net assets (BOY)
$7,345,300

Income & contributions

Employer contributions
$398,704
Participant contributions
$1,093,028
Total contributions
$1,599,414
Total income / additions
$2,899,194

Expenses & distributions

Benefits paid
$710,979
Administrative expenses
$72,568
Total expenses
$783,547
Net increase / (decrease)
$2,115,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Provenance Wealth AdvisorsRIA$32,708$02023
John Hancock Life Insurance CompanyRECORDKEEPER$4,632$02023

Related Form 5500 pages