Plan5500

Chariot Solutions, LLC Employee Benefit Plan — Form 5500 plan (Chariot Solutions, LLC)

Plain-English plan 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, Chariot Solutions, LLC Employee Benefit Plan is a benefit plan reported by Chariot Solutions, LLC under EIN 01-0643171 and plan number 515. The latest loaded filing year is 2023. The filing reports 45 participants and $21,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chariot Solutions, LLC
EIN
01-0643171
Plan number
515
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
45
End-of-year plan assets
$21,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202345I, C20241126121248NAL0002398419001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$21,169
Total liabilities (EOY)
$73,228
Net assets (EOY)
-$52,059
Net assets (BOY)
-$55,680

Income & contributions

Employer contributions
$921,119
Total income / additions
$922,131

Expenses & distributions

Benefits paid
$568,655
Administrative expenses
$14,370
Total expenses
$918,510
Net increase / (decrease)
$3,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Riggs Counselman Michaels & DownesBROKER$21,510not reported in the loaded dataset2023
Aetna Health PlansADMIN$14,370not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,958not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,622not reported in the loaded dataset2023

Related Form 5500 pages