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, Chalmers & Kubeck, Inc. 401(K) Plan is a benefit plan reported by Chalmers & Kubeck, Inc. under EIN 23-1573156 and plan number 003. The latest loaded filing year is 2023. The filing reports 245 participants and $27,361,482 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,361,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,361,482
- Net assets (BOY)
- $22,164,159
Income & contributions
- Employer contributions
- $390,273
- Participant contributions
- $1,221,950
- Total contributions
- $2,956,150
- Total income / additions
- $7,083,558
Expenses & distributions
- Benefits paid
- $1,840,018
- Administrative expenses
- $1,459
- Total expenses
- $1,886,235
- Net increase / (decrease)
- $5,197,323