Chiaramonte Construction Company 401(K) Plan — Form 5500 plan (Chiaramonte Construction 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, Chiaramonte Construction Company 401(K) Plan is a benefit plan reported by Chiaramonte Construction Company under EIN 20-1576336 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $8,620,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chiaramonte Construction Company
- EIN
- 20-1576336
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $8,620,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240722170607NAL0010371457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,620,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,620,387
- Net assets (BOY)
- $6,848,384
Income & contributions
- Employer contributions
- $1,417,549
- Participant contributions
- $248,714
- Total contributions
- $1,666,263
- Total income / additions
- $2,739,678
Expenses & distributions
- Benefits paid
- $924,645
- Administrative expenses
- $43,030
- Total expenses
- $967,675
- Net increase / (decrease)
- $1,772,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,557 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $16,916 | 2023 |
| Uniglobal Pension Planning, Inc. | CONTRACT ADMINISTRATOR | $7,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chiaramonte Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation
- Uniglobal Pension Planning, Inc. — Schedule C compensation