2023 Form 5500 filing — Stephen Chelbay Company Cash Account Pension 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 20241014161243NAL0026679857001) for Stephen Chelbay Company Cash Account Pension Plan, reported by Stephen Chelbay Company under EIN 94-1750014 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161243NAL0026679857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephen Chelbay Company
- EIN
- 94-1750014
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,570,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,570,296
- Employer contributions
- $88,008
- Total income / additions
- $347,889
- Benefits paid
- $145,840
- Administrative expenses
- $78,911
- Total expenses
- $224,751
- Net increase / (decrease)
- $123,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,967 | $0 |
| Ineich & Company, Llp | ACCOUNTANT | $10,500 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |