Chartwell Financial Advisory, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chartwell Financial Advisory, Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $74,500 and reported indirect compensation totals $18,500.
Reported compensation summary
- Reported direct compensation
- $74,500
- Reported indirect compensation
- $18,500
- Total reported compensation
- $93,000
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Sentry Equipment Erectors, LLC | VA | 1 | $26,000 |
| S.C. Companies, Inc. | IA | 1 | $25,000 |
| Gbs Corp | OH | 1 | $23,500 |
| Swinerton Incorporated | CA | 1 | $18,500 |
State footprint
Plans reporting Chartwell Financial Advisory, Inc. are sponsored in CA (1), IA (1), OH (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sentry Equipment Erectors, LLC | Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan | 2023 | $26,000 | not reported in the loaded dataset |
| S.C. Companies, Inc. | Stanley Member Stock Bonus Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Gbs Corp | Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust | 2023 | $23,500 | $0 |
| Swinerton Incorporated | Swinerton 401(K) & Savings Plan | 2023 | $0 | $18,500 |
Related Form 5500 pages
- Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan (plan 001)
- Sentry Equipment Erectors, LLC — all reported plans
- Stanley Member Stock Bonus Plan (plan 002)
- S.C. Companies, Inc. — all reported plans
- Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (plan 003)
- Gbs Corp — all reported plans
- Swinerton 401(K) & Savings Plan (plan 001)
- Swinerton Incorporated — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources