2023 Form 5500 filing — The Chilcote Company 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240223110715NAL0009274498001) for The Chilcote Company 401(K) Profit Sharing Plan, reported by The Chilcote Company under EIN 34-0142230 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants155

Provider compensation$27.6K3 Schedule C row(s)$27,582

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240223110715NAL0009274498001
Plan sponsor: The Chilcote Company
EIN: 34-0142230
Plan number: 003
Location: Cleveland, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$1.3M

Total expenses$2.5M

Benefits paid / distributions$2.5M

Contributions

Employer$41.5K

Participant$208.2K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $41,520
Participant contributions: $208,159
Total income / additions: $1,346,820
Benefits paid: $2,495,598
Administrative expenses: $22,854
Total expenses: $2,520,206
Net increase / (decrease): -$1,173,386

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$22.9K
CONTRACT ADMINISTRATOR · Direct $22.9K · Indirect $0
2
Lincoln Financial Advisors Corporat$4.7K
OTHER SERVICES · Direct $0 · Indirect $4.7K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240223110715NAL0009274498001 cover?: It is the 2023 Form 5500 filing for The Chilcote Company 401(K) Profit Sharing Plan, reported by The Chilcote Company (EIN 34-0142230).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).