Chalfant Corp. 401(K) Plan — Form 5500 plan (Chalfant Corporation)
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, Chalfant Corp. 401(K) Plan is a benefit plan reported by Chalfant Corporation under EIN 90-0452856 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $5,415,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chalfant Corporation
- EIN
- 90-0452856
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $5,415,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240805094013NAL0000974385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,415,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,415,312
- Net assets (BOY)
- $4,190,182
Income & contributions
- Employer contributions
- $160,116
- Participant contributions
- $378,782
- Total contributions
- $538,898
- Total income / additions
- $1,306,345
Expenses & distributions
- Benefits paid
- $47,596
- Administrative expenses
- $33,619
- Total expenses
- $81,215
- Net increase / (decrease)
- $1,225,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISOR | $18,240 | not reported in the loaded dataset | 2023 |
| Alpine Summit Cpas | AUDITOR | $7,295 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORKEEPER | $5,923 | not reported in the loaded dataset | 2023 |