Chiampou Travis Besaw & Kershner Llp 401(K) Plan — Form 5500 plan (Chiampou Travis Besaw & Kershner Llp)
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, Chiampou Travis Besaw & Kershner Llp 401(K) Plan is a benefit plan reported by Chiampou Travis Besaw & Kershner Llp under EIN 16-1468002 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $17,858,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chiampou Travis Besaw & Kershner Llp
- EIN
- 16-1468002
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $17,858,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241010111424NAL0020879105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,858,676
- Total liabilities (EOY)
- $6,262
- Net assets (EOY)
- $17,852,414
- Net assets (BOY)
- $14,744,184
Income & contributions
- Employer contributions
- $598,874
- Participant contributions
- $1,251,221
- Total contributions
- $1,871,422
- Total income / additions
- $4,290,012
Expenses & distributions
- Benefits paid
- $1,047,106
- Administrative expenses
- $112,132
- Total expenses
- $1,181,782
- Net increase / (decrease)
- $3,108,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Landmark Wealth Management | FINANCIAL ADVISOR | $80,590 | not reported in the loaded dataset | 2023 |
| P&A Retirement Plan Services Inc | TPA RKG | $31,542 | $0 | 2023 |