Chadwell Supply, Inc. Retirement Savings Plan — Form 5500 plan (Chadwell Supply, 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, Chadwell Supply, Inc. Retirement Savings Plan is a benefit plan reported by Chadwell Supply, Inc. under EIN 26-0290810 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,620 participants and $16,395,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chadwell Supply, Inc.
- EIN
- 26-0290810
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 1,620
- End-of-year plan assets
- $16,395,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,620 | H, C | 20240828113255NAL0012092193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,395,926
- Total liabilities (EOY)
- $168,255
- Net assets (EOY)
- $16,227,671
- Net assets (BOY)
- $8,845,163
Income & contributions
- Employer contributions
- $1,719,448
- Participant contributions
- $2,961,312
- Total contributions
- $6,135,682
- Total income / additions
- $7,942,681
Expenses & distributions
- Benefits paid
- $433,635
- Administrative expenses
- $126,538
- Total expenses
- $560,173
- Net increase / (decrease)
- $7,382,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $64,255 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $52,289 | $0 | 2023 |
| Florida Retirement Consultants | CONTRACT ADMINISTRATOR | $9,995 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chadwell Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation