2023 Form 5500 filing — Bradley/Dixie Companies Retirement 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 20240717092331NAL0002391427001) for Bradley/Dixie Companies Retirement Plan, reported by Chatham Service Bureau, Inc. under EIN 58-0958295 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717092331NAL0002391427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chatham Service Bureau, Inc.
- EIN
- 58-0958295
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,395,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,395,711
- Employer contributions
- $874,543
- Participant contributions
- $2,501,564
- Total income / additions
- $11,172,816
- Benefits paid
- $8,854,145
- Administrative expenses
- $102,538
- Total expenses
- $8,979,668
- Net increase / (decrease)
- $2,193,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,131 | $0 |
| Independent Advisor Alliance | 35631 | $33,358 | $2,224 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |