2023 Form 5500 filing — Chs Employee Group, LLC 401(K) Retirement 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 20241030084935NAL0000322963001) for Chs Employee Group, LLC 401(K) Retirement Plan, reported by Chs Employee Group, LLC under EIN 23-2704721 and plan number 001. It reports 3,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030084935NAL0000322963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chs Employee Group, LLC
- EIN
- 23-2704721
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 3,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,356,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,356,988
- Employer contributions
- $1,212,362
- Participant contributions
- $6,826,555
- Total income / additions
- $25,509,999
- Benefits paid
- $12,253,569
- Administrative expenses
- $140,831
- Total expenses
- $12,476,986
- Net increase / (decrease)
- $13,033,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co Inc | NONE | $60,000 | not reported in the loaded dataset |
| Lattimore Black Morgan & Cain Pc | NONE | $49,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,271 | $0 |