2023 Form 5500 filing — Chase Corporation 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 20241014074320NAL0043789328001) for Chase Corporation 401(K) Plan, reported by Chase Corporation under EIN 11-1797126 and plan number 002. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074320NAL0043789328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chase Corporation
- EIN
- 11-1797126
- Plan number
- 002
- Location
- Westwood, MA
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,331,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,331,156
- Employer contributions
- $980,646
- Participant contributions
- $2,533,251
- Total income / additions
- $11,799,409
- Benefits paid
- $5,187,851
- Administrative expenses
- $122,408
- Total expenses
- $5,310,259
- Net increase / (decrease)
- $6,489,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $64,052 | $0 |
| Ubs Financial Services, Inc. | ADVISOR | $51,036 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $7,321 | $0 |