Chickies And Petes Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Chickies And Petes 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, Chickies And Petes Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Chickies And Petes Inc under EIN 23-2979978 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $3,764,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chickies And Petes Inc
- EIN
- 23-2979978
- Plan number
- 001
- Plan type
- 2
- Location
- Bensalem, PA
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $3,764,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241015090201NAL0016022915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,764,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,764,209
- Net assets (BOY)
- $2,793,367
Income & contributions
- Employer contributions
- $182,915
- Participant contributions
- $461,572
- Total contributions
- $644,487
- Total income / additions
- $1,256,973
Expenses & distributions
- Benefits paid
- $257,001
- Administrative expenses
- $29,130
- Total expenses
- $286,131
- Net increase / (decrease)
- $970,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $16,328 | not reported in the loaded dataset | 2023 |
| Kathmere Capital Management | ADVISOR | $11,041 | not reported in the loaded dataset | 2023 |