2023 Form 5500 filing — Charger Water Treatment Products LLC. 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 20241011103345NAL0012374371001) for Charger Water Treatment Products LLC. 401(K) Plan, reported by Charger Water Treatment Products under EIN 36-4187165 and plan number 003. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103345NAL0012374371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charger Water Treatment Products
- EIN
- 36-4187165
- Plan number
- 003
- Location
- Morton Grove, IL
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,263,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,263,214
- Employer contributions
- $47,725
- Participant contributions
- $717,594
- Total income / additions
- $2,404,348
- Benefits paid
- $5,844,217
- Administrative expenses
- $3,810
- Total expenses
- $5,854,494
- Net increase / (decrease)
- -$3,450,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,810 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley | ADVISOR | $0 | $0 |