2023 Form 5500 filing — Cmg Chelsea, LLC And Affiliates 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 20241015093406NAL0016065379001) for Cmg Chelsea, LLC And Affiliates 401(K) Plan, reported by Cmg Chelsea, LLC under EIN 20-8816858 and plan number 001. It reports 1,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093406NAL0016065379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmg Chelsea, LLC
- EIN
- 20-8816858
- Plan number
- 001
- Location
- Fanwood, NJ
- Participants
- 1,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,424,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,424,544
- Employer contributions
- $263,224
- Participant contributions
- $1,702,787
- Total income / additions
- $4,415,401
- Benefits paid
- $1,057,222
- Administrative expenses
- $117,207
- Total expenses
- $1,174,429
- Net increase / (decrease)
- $3,240,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $62,678 | $0 |
| National Professional Planning Gr | CONTRACT ADMIN | $20,896 | $10,000 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $27,988 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,902 | not reported in the loaded dataset |