2023 Form 5500 filing — Jeffrey Chain, L.P. 401(K) Retirement Savings 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 20241002102213NAL0008648129001) for Jeffrey Chain, L.P. 401(K) Retirement Savings Plan, reported by Jeffrey Chain, L.P. under EIN 36-4064692 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002102213NAL0008648129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeffrey Chain, L.P.
- EIN
- 36-4064692
- Plan number
- 001
- Location
- Morristown, TN
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,587,138
- Total liabilities (EOY)
- $5,240
- Net assets (EOY)
- $11,581,898
- Employer contributions
- $212,544
- Participant contributions
- $608,038
- Total income / additions
- $2,315,407
- Benefits paid
- $664,871
- Administrative expenses
- $7,646
- Total expenses
- $677,154
- Net increase / (decrease)
- $1,638,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,646 | $0 |
| First Horizon Advisors Inc | OTHER SERVICES | $0 | $3,387 |