2023 Form 5500 filing — Chalfant Corp. 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 20240805094013NAL0000974385001) for Chalfant Corp. 401(K) Plan, reported by Chalfant Corporation under EIN 90-0452856 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805094013NAL0000974385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chalfant Corporation
- EIN
- 90-0452856
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,415,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,415,312
- Employer contributions
- $160,116
- Participant contributions
- $378,782
- Total income / additions
- $1,306,345
- Benefits paid
- $47,596
- Administrative expenses
- $33,619
- Total expenses
- $81,215
- Net increase / (decrease)
- $1,225,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISOR | $18,240 | not reported in the loaded dataset |
| Alpine Summit Cpas | AUDITOR | $7,295 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORKEEPER | $5,923 | not reported in the loaded dataset |