2023 Form 5500 filing — Chc Technology, LLC 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 20241010155803NAL0034682656001) for Chc Technology, LLC 401(K) Profit Sharing Plan, reported by Chc Technology, LLC under EIN 27-4015120 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155803NAL0034682656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chc Technology, LLC
- EIN
- 27-4015120
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,187,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,187,799
- Employer contributions
- $99,247
- Participant contributions
- $655,104
- Total income / additions
- $2,250,498
- Benefits paid
- $2,125,772
- Administrative expenses
- $34,802
- Total expenses
- $2,163,133
- Net increase / (decrease)
- $87,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acg Wealth Inc | INVESTMENT ADVISOR | $22,679 | not reported in the loaded dataset |
| Bluechip Wealth Advisors LLC | INVESTMENT ADVISOR | $4,877 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,559 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | INVESTMENT ADVISOR | $2,685 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2 | $0 |