Chet Morrison Contractors 401(K) Plan — Form 5500 plan (Chet Morrison Contractors, L.L.C.)

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, Chet Morrison Contractors 401(K) Plan is a benefit plan reported by Chet Morrison Contractors, L.L.C. under EIN 72-1001398 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $23,665,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chet Morrison Contractors, L.L.C.
EIN
72-1001398
Plan number
001
Plan type
2
Location
Houma, LA
Latest filing year
2023
Participants
557
End-of-year plan assets
$23,665,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023557H, C20241002153531NAL0008562641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,665,811
Total liabilities (EOY)
$0
Net assets (EOY)
$23,665,811
Net assets (BOY)
$18,793,063

Income & contributions

Employer contributions
$754,621
Participant contributions
$2,229,768
Total contributions
$3,430,471
Total income / additions
$6,519,596

Expenses & distributions

Benefits paid
$1,612,197
Administrative expenses
$25,417
Total expenses
$1,646,848
Net increase / (decrease)
$4,872,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Strategies GroupTPA$0$9,9172023
MorningstarINVESTMENT ADVISOR$4,171$3,3762023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$4,171$02023

Related Form 5500 pages