Chw Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Chw Group)
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, Chw Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Chw Group under EIN 27-0255041 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $4,429,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chw Group
- EIN
- 27-0255041
- Plan number
- 001
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $4,429,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20241011140552NAL0022006945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,429,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,429,485
- Net assets (BOY)
- $2,492,196
Income & contributions
- Employer contributions
- $404,416
- Participant contributions
- $1,323,601
- Total contributions
- $1,735,271
- Total income / additions
- $2,334,731
Expenses & distributions
- Benefits paid
- $357,653
- Administrative expenses
- $31,874
- Total expenses
- $397,442
- Net increase / (decrease)
- $1,937,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $19,669 | not reported in the loaded dataset | 2023 |
| Pensionmark Securities, LLC | ADVISOR | $7,387 | not reported in the loaded dataset | 2023 |