Lake Champlain Chocolates 401(K) Plan — Form 5500 plan (Champlain Chocolate Company)
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, Lake Champlain Chocolates 401(K) Plan is a benefit plan reported by Champlain Chocolate Company under EIN 03-0286642 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $8,084,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champlain Chocolate Company
- EIN
- 03-0286642
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $8,084,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241014120339NAL0026101473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,084,764
- Net assets (EOY)
- $8,084,764
- Net assets (BOY)
- $6,949,053
Income & contributions
- Employer contributions
- $198,232
- Participant contributions
- $419,862
- Total contributions
- $658,752
- Total income / additions
- $1,867,049
Expenses & distributions
- Benefits paid
- $721,491
- Administrative expenses
- $9,847
- Total expenses
- $731,338
- Net increase / (decrease)
- $1,135,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $9,846 | not reported in the loaded dataset | 2023 |
| Setaway, LLC | THIRD PARTY ADMIN | $300 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | INVT MGMT | $0 | $12 | 2023 |