2023 Form 5500 filing — Chatmeter, Inc. 401(K) Profit Sharing 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 20241009111126NAL0018204081001) for Chatmeter, Inc. 401(K) Profit Sharing Plan, reported by Chatmeter, Inc. under EIN 45-2473347 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111126NAL0018204081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chatmeter, Inc.
- EIN
- 45-2473347
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,628,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,628,362
- Employer contributions
- $586,639
- Participant contributions
- $988,331
- Total income / additions
- $3,624,133
- Benefits paid
- $448,110
- Administrative expenses
- $50,614
- Total expenses
- $500,484
- Net increase / (decrease)
- $3,123,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $37,352 | $0 |
| Lpl Financial - Sms Service Provide | BROKER | $8,668 | not reported in the loaded dataset |
| Principal Securities, Inc. | INSURANCE BROKER | $0 | $5,321 |
| Lpl Financial Sms Passive | BROKER | $3,468 | not reported in the loaded dataset |
| San Diego Pension Consultants | TPA | $1,590 | not reported in the loaded dataset |
| Iron-Co-Fid-3(21) | BROKER | $277 | not reported in the loaded dataset |
| Preferred Product Network Inc | INSURANCE BROKER | $0 | $109 |