The Chantland-Pvs Company Employees' Retirement And Savings Plan — Form 5500 plan (The Chantland-Pvs Company)
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, The Chantland-Pvs Company Employees' Retirement And Savings Plan is a benefit plan reported by The Chantland-Pvs Company under EIN 38-3384276 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $9,713,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Chantland-Pvs Company
- EIN
- 38-3384276
- Plan number
- 001
- Plan type
- 2
- Location
- Humboldt, IA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $9,713,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241010073512NAL0020644593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,713,870
- Net assets (EOY)
- $9,713,870
- Net assets (BOY)
- $9,956,465
Income & contributions
- Employer contributions
- $181,612
- Participant contributions
- $598,566
- Total contributions
- $791,362
- Total income / additions
- $2,028,855
Expenses & distributions
- Benefits paid
- $2,235,363
- Administrative expenses
- $34,616
- Total expenses
- $2,271,450
- Net increase / (decrease)
- -$242,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $19,171 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $15,445 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Chantland-Pvs Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Humboldt, IA
- Capfinancial Partners, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation