2023 Form 5500 filing — Chartwell Operations LLC Multiple Employer 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 20241011132431NAL0043807218001) for Chartwell Operations LLC Multiple Employer 401(K) Plan, reported by Chartwell Operations LLC under EIN 46-5273721 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132431NAL0043807218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chartwell Operations LLC
- EIN
- 46-5273721
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,198,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,198,942
- Participant contributions
- $1,139,522
- Total income / additions
- $1,958,072
- Benefits paid
- $94,384
- Administrative expenses
- $34,796
- Total expenses
- $139,165
- Net increase / (decrease)
- $1,818,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpg Consultants | NONE | $24,531 | not reported in the loaded dataset |
| Smith Brothers Financial, LLC | NONE | $7,897 | not reported in the loaded dataset |