2023 Form 5500 filing — A. W. Chesterton Company 401k 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 20240930091627NAL0002524147001) for A. W. Chesterton Company 401k Plan, reported by A.W. Chesterton Company under EIN 04-1173400 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930091627NAL0002524147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.W. Chesterton Company
- EIN
- 04-1173400
- Plan number
- 001
- Location
- Groveland, MA
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,062,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,062,663
- Employer contributions
- $1,356,287
- Participant contributions
- $4,617,032
- Total income / additions
- $28,983,851
- Benefits paid
- $16,863,060
- Administrative expenses
- $110,773
- Total expenses
- $16,978,056
- Net increase / (decrease)
- $12,005,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $54,103 | not reported in the loaded dataset |
| Usi Advisors | INVESTMENT ADVISOR | $42,335 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | ACCOUNTANT/AUDITOR | $11,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,085 | $0 |