Chc Technology, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Chc Technology, 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, Chc Technology, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Chc Technology, LLC under EIN 27-4015120 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $8,187,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chc Technology, LLC
- EIN
- 27-4015120
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $8,187,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241010155803NAL0034682656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,187,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,187,799
- Net assets (BOY)
- $8,100,434
Income & contributions
- Employer contributions
- $99,247
- Participant contributions
- $655,104
- Total contributions
- $952,196
- Total income / additions
- $2,250,498
Expenses & distributions
- Benefits paid
- $2,125,772
- Administrative expenses
- $34,802
- Total expenses
- $2,163,133
- Net increase / (decrease)
- $87,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acg Wealth Inc | INVESTMENT ADVISOR | $22,679 | not reported in the loaded dataset | 2023 |
| Bluechip Wealth Advisors LLC | INVESTMENT ADVISOR | $4,877 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,559 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | INVESTMENT ADVISOR | $2,685 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chc Technology, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Acg Wealth Inc — Schedule C compensation
- Bluechip Wealth Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation