Charger Water Treatment Products LLC. 401(K) Plan — Form 5500 plan (Charger Water Treatment Products)
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, Charger Water Treatment Products LLC. 401(K) Plan is a benefit plan reported by Charger Water Treatment Products under EIN 36-4187165 and plan number 003. The latest loaded filing year is 2023. The filing reports 232 participants and $9,263,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charger Water Treatment Products
- EIN
- 36-4187165
- Plan number
- 003
- Plan type
- 2
- Location
- Morton Grove, IL
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $9,263,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241011103345NAL0012374371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,263,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,263,214
- Net assets (BOY)
- $12,713,360
Income & contributions
- Employer contributions
- $47,725
- Participant contributions
- $717,594
- Total contributions
- $765,319
- Total income / additions
- $2,404,348
Expenses & distributions
- Benefits paid
- $5,844,217
- Administrative expenses
- $3,810
- Total expenses
- $5,854,494
- Net increase / (decrease)
- -$3,450,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,810 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Morgan Stanley | ADVISOR | $0 | $0 | 2023 |