2023 Form 5500 filing — Chariot Solutions, LLC Employee Benefit 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 20241126121248NAL0002398419001) for Chariot Solutions, LLC Employee Benefit Plan, reported by Chariot Solutions, LLC under EIN 01-0643171 and plan number 515. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126121248NAL0002398419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chariot Solutions, LLC
- EIN
- 01-0643171
- Plan number
- 515
- Location
- Fort Washington, PA
- Participants
- 45
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,169
- Total liabilities (EOY)
- $73,228
- Net assets (EOY)
- -$52,059
- Employer contributions
- $921,119
- Total income / additions
- $922,131
- Benefits paid
- $568,655
- Administrative expenses
- $14,370
- Total expenses
- $918,510
- Net increase / (decrease)
- $3,621
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Riggs Counselman Michaels & Downes | BROKER | $21,510 | not reported in the loaded dataset |
| Aetna Health Plans | ADMIN | $14,370 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $12,958 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,622 | not reported in the loaded dataset |