Plan5500

Trace International Holdings, Inc. Retirement Plan For Salaried Employees — Form 5500 plan (Chf Industries, Inc.)

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, Trace International Holdings, Inc. Retirement Plan For Salaried Employees is a benefit plan reported by Chf Industries, Inc. under EIN 01-0671659 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $4,690,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chf Industries, Inc.
EIN
01-0671659
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
127
End-of-year plan assets
$4,690,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240927014029NAL0001704129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,690,464
Total liabilities (EOY)
$3,430
Net assets (EOY)
$4,687,034
Net assets (BOY)
$4,751,385

Income & contributions

Total contributions
$0
Total income / additions
$558,833

Expenses & distributions

Benefits paid
$513,543
Administrative expenses
$109,641
Total expenses
$623,184
Net increase / (decrease)
-$64,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Institutional InvestmentsNONE$92,265$02023
Neuberger BermanNONE$17,376not reported in the loaded dataset2023

Related Form 5500 pages