Champion Discs, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Champion Discs, Incorporated)
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, Champion Discs, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Champion Discs, Incorporated under EIN 95-3894688 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $13,405,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champion Discs, Incorporated
- EIN
- 95-3894688
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $13,405,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20250213164921NAL0045307282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,405,685
- Net assets (EOY)
- $13,405,685
- Net assets (BOY)
- $11,970,163
Income & contributions
- Employer contributions
- $572,725
- Participant contributions
- $383,554
- Total contributions
- $956,392
- Total income / additions
- $2,173,528
Expenses & distributions
- Benefits paid
- $633,048
- Administrative expenses
- $104,958
- Total expenses
- $738,006
- Net increase / (decrease)
- $1,435,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $62,771 | $0 | 2023 |
| Rockefeller Capital Management Ins | INVESTMENT ADVISORY- PLAN | $40,926 | not reported in the loaded dataset | 2023 |
| Liden, Nestle, Soled & Associates | THIRD PARTY ADMINISTRATOR | $1,550 | $0 | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATOR | $1,200 | $37 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Champion Discs, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ontario, CA
- Transamerica Financial Life Ins Co — Schedule C compensation
- Rockefeller Capital Management Ins — Schedule C compensation
- Liden, Nestle, Soled & Associates — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation