2023 Form 5500 filing — Chapel Valley Landscape Company 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 20250114161715NAL0032084272001) for Chapel Valley Landscape Company 401(K) Plan, reported by Chapel Valley Landscape Company under EIN 52-0856598 and plan number 002. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114161715NAL0032084272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapel Valley Landscape Company
- EIN
- 52-0856598
- Plan number
- 002
- Location
- Woodbine, MD
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,132,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,132,553
- Employer contributions
- $77,163
- Participant contributions
- $537,053
- Total income / additions
- $1,869,992
- Benefits paid
- $409,256
- Administrative expenses
- $5,707
- Total expenses
- $427,356
- Net increase / (decrease)
- $1,442,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners & Administrator | THIRD PARTY ADMINSTRATOR | $1,800 | $2,525 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,133 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $774 | $1,134 |
| Scp Retirement Services, LLC | OTHER SERVICES | $0 | $886 |