Challenger, Gray & Christmas, Inc. 401(K) Plan — Form 5500 plan (Challenger Gray & Christmas, 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, Challenger, Gray & Christmas, Inc. 401(K) Plan is a benefit plan reported by Challenger Gray & Christmas, Inc. under EIN 34-1220539 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $11,123,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Challenger Gray & Christmas, Inc.
- EIN
- 34-1220539
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, IL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $11,123,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | I | 20240611143258NAL0057325170001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,123,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,123,230
- Net assets (BOY)
- $8,744,503
Income & contributions
- Employer contributions
- $9,018
- Participant contributions
- $952,620
- Total income / additions
- $2,700,131
Expenses & distributions
- Benefits paid
- $263,893
- Administrative expenses
- $38,813
- Total expenses
- $321,404
- Net increase / (decrease)
- $2,378,727
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.