2023 Form 5500 filing — Chelsea Milling Company Chelsea Division Profit-Sharing And 401(K) Retirement 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 20241002112635NAL0014229648001) for Chelsea Milling Company Chelsea Division Profit-Sharing And 401(K) Retirement Plan, reported by Chelsea Milling Company under EIN 38-0415770 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112635NAL0014229648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chelsea Milling Company
- EIN
- 38-0415770
- Plan number
- 001
- Location
- Chelsea, MI
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,724,991
- Net assets (EOY)
- $46,724,991
- Employer contributions
- $749,661
- Participant contributions
- $1,888,704
- Total income / additions
- $9,190,516
- Benefits paid
- $7,200,703
- Administrative expenses
- $64,283
- Total expenses
- $7,264,986
- Net increase / (decrease)
- $1,925,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust LLC | INVESTMENT ADVISOR | $32,700 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $31,583 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |