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, Chuck Latham Associates, Inc. Ps Plan is a benefit plan reported by Chuck Latham Associates, Inc. under EIN 84-0647636 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $5,523,303 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,523,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,523,303
- Net assets (BOY)
- $5,866,026
Income & contributions
- Employer contributions
- $197,388
- Participant contributions
- $436,010
- Total contributions
- $708,408
- Total income / additions
- $1,645,874
Expenses & distributions
- Benefits paid
- $1,963,872
- Administrative expenses
- $24,725
- Total expenses
- $1,988,597
- Net increase / (decrease)
- -$342,723