2023 Form 5500 filing — Chemical Employees' 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 20241015134641NAL0029838465001) for Chemical Employees' 401(K) Plan, reported by Hydrite Chemical Co. under EIN 39-0364390 and plan number 008. It reports 1,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134641NAL0029838465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hydrite Chemical Co.
- EIN
- 39-0364390
- Plan number
- 008
- Location
- Brookfield, WI
- Participants
- 1,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,330,603
- Total liabilities (EOY)
- $735,242
- Net assets (EOY)
- $244,595,361
- Employer contributions
- $8,860,113
- Participant contributions
- $8,629,833
- Total income / additions
- $49,487,329
- Benefits paid
- $30,616,539
- Administrative expenses
- $119,756
- Total expenses
- $30,736,295
- Net increase / (decrease)
- $18,751,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,188 | $1,000 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $49,403 | $20,981 |
| Francis Investment Counsel | INV ADV, PARTICIPANTS | $0 | $43,430 |