Chambers & Chambers, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Chambers & Chambers, Inc.)

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, Chambers & Chambers, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Chambers & Chambers, Inc. under EIN 94-2433509 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $15,940,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chambers & Chambers, Inc.
EIN
94-2433509
Plan number
001
Plan type
2
Location
Napa, CA
Latest filing year
2023
Participants
140
End-of-year plan assets
$15,940,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241015143503NAL0016641379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,940,447
Total liabilities (EOY)
$0
Net assets (EOY)
$15,940,447
Net assets (BOY)
$14,263,212

Income & contributions

Employer contributions
$210,849
Participant contributions
$589,044
Total contributions
$827,932
Total income / additions
$3,597,338

Expenses & distributions

Benefits paid
$1,869,479
Administrative expenses
$50,624
Total expenses
$1,920,103
Net increase / (decrease)
$1,677,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$10,811$02023
Adp, Inc.RECORD KEEPER$890$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages