2023 Form 5500 filing — Chw 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 20241015163040NAL0030348209001) for Chw 401(K) Plan, reported by Causseaux, Hewett & Walpole, Inc. under EIN 59-2883104 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163040NAL0030348209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Causseaux, Hewett & Walpole, Inc.
- EIN
- 59-2883104
- Plan number
- 003
- Location
- Alachua, FL
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,562,138
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $10,562,124
- Employer contributions
- $957,955
- Participant contributions
- $623,258
- Total income / additions
- $3,105,706
- Benefits paid
- $178,278
- Administrative expenses
- $4,155
- Total expenses
- $182,433
- Net increase / (decrease)
- $2,923,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |