2023 Form 5500 filing — Chervon North America, Inc. 401(K) 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 20240711083828NAL0032413970001) for Chervon North America, Inc. 401(K) Plan, reported by Chervon North America, Inc. under EIN 20-2544210 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711083828NAL0032413970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chervon North America, Inc.
- EIN
- 20-2544210
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,467,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,467,680
- Employer contributions
- $1,246,106
- Participant contributions
- $2,040,794
- Total income / additions
- $7,807,290
- Benefits paid
- $1,075,630
- Administrative expenses
- $43,708
- Total expenses
- $1,119,338
- Net increase / (decrease)
- $6,687,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,283 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,425 | not reported in the loaded dataset |