2023 Form 5500 filing — Chhj Franchising, L.L.C. 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 20241014080550NAL0014629603001) for Chhj Franchising, L.L.C. 401(K) Plan, reported by Chhj Franchising L.L.C. under EIN 87-0789542 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080550NAL0014629603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chhj Franchising L.L.C.
- EIN
- 87-0789542
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,906,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,906,578
- Employer contributions
- $428,323
- Participant contributions
- $716,298
- Total income / additions
- $1,743,051
- Benefits paid
- $234,236
- Administrative expenses
- $58,918
- Total expenses
- $306,197
- Net increase / (decrease)
- $1,436,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $8,550 | $7,126 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $14,624 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,182 | $0 |
| Chhj Franchising LLC | OTHER | $4,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,270 | not reported in the loaded dataset |