2023 Form 5500 filing — Chiampou Travis Besaw & Kershner Llp 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 20241010111424NAL0020879105001) for Chiampou Travis Besaw & Kershner Llp 401(K) Plan, reported by Chiampou Travis Besaw & Kershner Llp under EIN 16-1468002 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111424NAL0020879105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chiampou Travis Besaw & Kershner Llp
- EIN
- 16-1468002
- Plan number
- 001
- Location
- Amherst, NY
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,858,676
- Total liabilities (EOY)
- $6,262
- Net assets (EOY)
- $17,852,414
- Employer contributions
- $598,874
- Participant contributions
- $1,251,221
- Total income / additions
- $4,290,012
- Benefits paid
- $1,047,106
- Administrative expenses
- $112,132
- Total expenses
- $1,181,782
- Net increase / (decrease)
- $3,108,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Landmark Wealth Management | FINANCIAL ADVISOR | $80,590 | not reported in the loaded dataset |
| P&A Retirement Plan Services Inc | TPA RKG | $31,542 | $0 |