Plan5500

Chasedesign, LLC 401(K) Plan — Form 5500 plan (Chasedesign, LLC)

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, Chasedesign, LLC 401(K) Plan is a benefit plan reported by Chasedesign, LLC under EIN 26-1338531 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $31,738,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chasedesign, LLC
EIN
26-1338531
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
167
End-of-year plan assets
$31,738,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241015133213NAL0028585745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,738,330
Total liabilities (EOY)
$0
Net assets (EOY)
$31,738,330
Net assets (BOY)
$27,656,433

Income & contributions

Employer contributions
$827,640
Participant contributions
$1,164,227
Total contributions
$2,072,962
Total income / additions
$6,931,803

Expenses & distributions

Benefits paid
$2,785,498
Administrative expenses
$64,408
Total expenses
$2,849,906
Net increase / (decrease)
$4,081,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$59,846not reported in the loaded dataset2023
Fust Charles Chambers LlpOTHER$13,130not reported in the loaded dataset2023

Related Form 5500 pages