House Of Cheatham, LLC 401(K) Plan — Form 5500 plan (House Of Cheatham, 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, House Of Cheatham, LLC 401(K) Plan is a benefit plan reported by House Of Cheatham, LLC under EIN 87-3435212 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $5,122,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- House Of Cheatham, LLC
- EIN
- 87-3435212
- Plan number
- 001
- Plan type
- 2
- Location
- Stone Mountain, GA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $5,122,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241016084500NAL0030394289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,122,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,122,401
- Net assets (BOY)
- $3,947,435
Income & contributions
- Employer contributions
- $303,767
- Participant contributions
- $460,623
- Total contributions
- $782,461
- Total income / additions
- $1,485,943
Expenses & distributions
- Benefits paid
- $257,020
- Administrative expenses
- $28,397
- Total expenses
- $310,977
- Net increase / (decrease)
- $1,174,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $16,077 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Schwab | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for House Of Cheatham, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Stone Mountain, GA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Schwab — Schedule C compensation