Chhj Franchising, L.L.C. 401(K) Plan — Form 5500 plan (Chhj Franchising 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, Chhj Franchising, L.L.C. 401(K) Plan is a benefit plan reported by Chhj Franchising L.L.C. under EIN 87-0789542 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $3,906,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chhj Franchising L.L.C.
- EIN
- 87-0789542
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $3,906,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241014080550NAL0014629603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,906,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,906,578
- Net assets (BOY)
- $2,469,724
Income & contributions
- Employer contributions
- $428,323
- Participant contributions
- $716,298
- Total contributions
- $1,189,262
- Total income / additions
- $1,743,051
Expenses & distributions
- Benefits paid
- $234,236
- Administrative expenses
- $58,918
- Total expenses
- $306,197
- Net increase / (decrease)
- $1,436,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $8,550 | $7,126 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $14,624 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,182 | $0 | 2023 |
| Chhj Franchising LLC | OTHER | $4,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chhj Franchising L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Retirement Solutions Specialists — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Chhj Franchising LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation