2023 Form 5500 filing — Chiaramonte Construction Company 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 20240722170607NAL0010371457001) for Chiaramonte Construction Company 401(K) Plan, reported by Chiaramonte Construction Company under EIN 20-1576336 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240722170607NAL0010371457001
Filing year
2023
Form type
2
Plan sponsor
Chiaramonte Construction Company
EIN
20-1576336
Plan number
001
Location
Washington, DC
Participants
136
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,620,387
Total liabilities (EOY)
$0
Net assets (EOY)
$8,620,387
Employer contributions
$1,417,549
Participant contributions
$248,714
Total income / additions
$2,739,678
Benefits paid
$924,645
Administrative expenses
$43,030
Total expenses
$967,675
Net increase / (decrease)
$1,772,003
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,557$0
Wells Fargo Clearing Svcs (Wf Advs)INVESTMENT ADVISORY$0$16,916
Uniglobal Pension Planning, Inc.CONTRACT ADMINISTRATOR$7,500$0

Related Form 5500 pages