Chervon North America, Inc. 401(K) Plan — Form 5500 plan (Chervon North America, Inc.)

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, Chervon North America, Inc. 401(K) Plan is a benefit plan reported by Chervon North America, Inc. under EIN 20-2544210 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $24,467,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chervon North America, Inc.
EIN
20-2544210
Plan number
001
Plan type
2
Location
Naperville, IL
Latest filing year
2023
Participants
257
End-of-year plan assets
$24,467,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240711083828NAL0032413970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,467,680
Total liabilities (EOY)
$0
Net assets (EOY)
$24,467,680
Net assets (BOY)
$17,779,728

Income & contributions

Employer contributions
$1,246,106
Participant contributions
$2,040,794
Total contributions
$4,171,122
Total income / additions
$7,807,290

Expenses & distributions

Benefits paid
$1,075,630
Administrative expenses
$43,708
Total expenses
$1,119,338
Net increase / (decrease)
$6,687,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,283$02023
Empower Advisory Group, LLCINVESTMENT MGMT$13,425not reported in the loaded dataset2023

Related Form 5500 pages