2023 Form 5500 filing — Chesapeake Plumbing & Heating, 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 20241010152702NAL0020428785001) for Chesapeake Plumbing & Heating, Inc. 401(K) Profit Sharing Plan, reported by Chesapeake Plumbing & Heating, Inc. under EIN 38-3678259 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152702NAL0020428785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chesapeake Plumbing & Heating, Inc.
- EIN
- 38-3678259
- Plan number
- 001
- Location
- Frankford, DE
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,158,626
- Total liabilities (EOY)
- $298
- Net assets (EOY)
- $5,158,328
- Employer contributions
- $283,987
- Participant contributions
- $464,743
- Total income / additions
- $1,641,664
- Benefits paid
- $319,583
- Administrative expenses
- $6,485
- Total expenses
- $330,687
- Net increase / (decrease)
- $1,310,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfs Securities Inc. | INVESTMENT ADVISOR | $26,059 | $0 |
| Limestone Pension Associates, LLC | TPA | $5,025 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $2,113 | $0 |