Chestnut Hill Realty Corp. 401k Plan — Form 5500 plan (Chestnut Hill Realty Corp.)
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, Chestnut Hill Realty Corp. 401k Plan is a benefit plan reported by Chestnut Hill Realty Corp. under EIN 04-2737440 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $37,731,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chestnut Hill Realty Corp.
- EIN
- 04-2737440
- Plan number
- 001
- Plan type
- 2
- Location
- Chestnut Hill, MA
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $37,731,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20241008091644NAL0029454784003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,731,338
- Net assets (EOY)
- $37,731,338
- Net assets (BOY)
- $31,749,747
Income & contributions
- Employer contributions
- $750,948
- Participant contributions
- $1,358,786
- Total contributions
- $2,112,368
- Total income / additions
- $8,341,257
Expenses & distributions
- Benefits paid
- $2,284,989
- Administrative expenses
- $71,767
- Total expenses
- $2,359,666
- Net increase / (decrease)
- $5,981,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $65,300 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $50,279 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $1,863 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chestnut Hill Realty Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Chestnut Hill, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation