Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan — Form 5500 plan (Chalmers Development Corporation Dba Spire Integrated Solutions)
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, Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan is a benefit plan reported by Chalmers Development Corporation Dba Spire Integrated Solutions under EIN 88-0375501 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,841,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chalmers Development Corporation Dba Spire Integrated Solutions
- EIN
- 88-0375501
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $6,841,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240227115354NAL0019633714001 |
| 2023 | 170 | H, C | 20250501110750NAL0002210115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,197,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,197,666
- Net assets (BOY)
- $5,790,778
Income & contributions
- Employer contributions
- $78,919
- Participant contributions
- $227,881
- Total contributions
- $306,800
- Total income / additions
- $947,095
Expenses & distributions
- Benefits paid
- $2,447,881
- Administrative expenses
- $29,685
- Total expenses
- $2,540,207
- Net increase / (decrease)
- -$1,593,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $17,151 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,982 | $0 | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $10,703 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,828 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $552 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chalmers Development Corporation Dba Spire Integrated Solutions
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation