Chesterman Company 401(K) Profit Sharing Plan — Form 5500 plan (Chesterman 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, Chesterman Company 401(K) Profit Sharing Plan is a benefit plan reported by Chesterman Company under EIN 42-0179100 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,941 participants and $111,494,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chesterman Company
- EIN
- 42-0179100
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 2,941
- End-of-year plan assets
- $111,494,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,941 | H, C | 20241015104422NAL0014423891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,494,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,494,094
- Net assets (BOY)
- $95,440,392
Income & contributions
- Employer contributions
- $3,879,249
- Participant contributions
- $6,408,531
- Total contributions
- $10,831,801
- Total income / additions
- $26,991,652
Expenses & distributions
- Benefits paid
- $10,588,361
- Administrative expenses
- $291,201
- Total expenses
- $10,937,950
- Net increase / (decrease)
- $16,053,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $177,136 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,581 | $0 | 2023 |
| Henjes, Conner & Williams Pc | AUDITOR | $31,760 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chesterman Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux City, IA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Henjes, Conner & Williams Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation