2023 Form 5500 filing — Chet Morrison Contractors 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 20241002153531NAL0008562641001) for Chet Morrison Contractors 401(K) Plan, reported by Chet Morrison Contractors, L.L.C. under EIN 72-1001398 and plan number 001. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002153531NAL0008562641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chet Morrison Contractors, L.L.C.
- EIN
- 72-1001398
- Plan number
- 001
- Location
- Houma, LA
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,665,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,665,811
- Employer contributions
- $754,621
- Participant contributions
- $2,229,768
- Total income / additions
- $6,519,596
- Benefits paid
- $1,612,197
- Administrative expenses
- $25,417
- Total expenses
- $1,646,848
- Net increase / (decrease)
- $4,872,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Strategies Group | TPA | $0 | $9,917 |
| Morningstar | INVESTMENT ADVISOR | $4,171 | $3,376 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $4,171 | $0 |