2023 Form 5500 filing — The Chase Group 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 20240906104417NAL0001625808001) for The Chase Group 401(K) Plan, reported by Chase Petroleum Services & Supply, LLC. under EIN 20-4072723 and plan number 001. It reports 429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906104417NAL0001625808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chase Petroleum Services & Supply, LLC.
- EIN
- 20-4072723
- Plan number
- 001
- Location
- Artesia, NM
- Participants
- 429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,260,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,260,776
- Employer contributions
- $909,602
- Participant contributions
- $1,148,650
- Total income / additions
- $5,753,033
- Benefits paid
- $2,142,749
- Administrative expenses
- $45,402
- Total expenses
- $2,215,991
- Net increase / (decrease)
- $3,537,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $29,387 | $0 |
| Gallagher Benefit Services | INVESTMENT ADVISORY | $15,900 | not reported in the loaded dataset |