Chesmar Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Chesmar Group, 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, Chesmar Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Chesmar Group, Inc. under EIN 82-3783370 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $31,420,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chesmar Group, Inc.
- EIN
- 82-3783370
- Plan number
- 001
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $31,420,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241211143414NAL0013179217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,420,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,420,419
- Net assets (BOY)
- $78,592,659
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,680,700
Expenses & distributions
- Benefits paid
- $50,728,018
- Administrative expenses
- $124,922
- Total expenses
- $50,852,940
- Net increase / (decrease)
- -$47,172,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | PLAN ADMINISTRATOR | $65,767 | not reported in the loaded dataset | 2023 |
| Doeren Mayhew Assurance | ACCOUNTANT | $24,985 | not reported in the loaded dataset | 2023 |
| Isaacks And Associates | TRUSTEE | $15,000 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius | LEGAL | $14,663 | not reported in the loaded dataset | 2023 |
| Eureka Valuation Advisors | VALUATION SERVICES | $4,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chesmar Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Principal — Schedule C compensation
- Doeren Mayhew Assurance — Schedule C compensation
- Isaacks And Associates — Schedule C compensation
- Morgan, Lewis & Bockius — Schedule C compensation
- Eureka Valuation Advisors — Schedule C compensation