Chestnut Petroleum Distributors, Inc. 401(K) Plan — Form 5500 plan (Chestnut Petroleum Distributors,)

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 Petroleum Distributors, Inc. 401(K) Plan is a benefit plan reported by Chestnut Petroleum Distributors, under EIN 14-1789595 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $5,396,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chestnut Petroleum Distributors,
EIN
14-1789595
Plan number
001
Plan type
2
Location
New Paltz, NY
Latest filing year
2023
Participants
437
End-of-year plan assets
$5,396,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H, C20240930051511NAL0002443107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,396,335
Total liabilities (EOY)
$0
Net assets (EOY)
$5,396,335
Net assets (BOY)
$3,717,037

Income & contributions

Employer contributions
$297,411
Participant contributions
$564,098
Total contributions
$861,509
Total income / additions
$1,730,316

Expenses & distributions

Benefits paid
$36,996
Administrative expenses
$12,682
Total expenses
$51,018
Net increase / (decrease)
$1,679,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Park Avenue Securities, LLCINVESTMENT/FINANCIAL ADVI$9,380$02023
Adp, Inc.RECORD KEEPER$3,301$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages