Chem Gro 401(K) Plan — Form 5500 plan (Chem Gro Of Houghton, 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, Chem Gro 401(K) Plan is a benefit plan reported by Chem Gro Of Houghton, Inc. under EIN 42-0934124 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $11,870,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chem Gro Of Houghton, Inc.
EIN
42-0934124
Plan number
001
Plan type
2
Location
Houghton, IA
Latest filing year
2023
Participants
186
End-of-year plan assets
$11,870,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241015092017NAL0027932161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,870,740
Total liabilities (EOY)
$0
Net assets (EOY)
$11,870,740
Net assets (BOY)
$9,081,719

Income & contributions

Employer contributions
$601,516
Participant contributions
$1,092,571
Total contributions
$1,694,087
Total income / additions
$3,325,427

Expenses & distributions

Benefits paid
$529,776
Administrative expenses
$6,630
Total expenses
$536,406
Net increase / (decrease)
$2,789,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nylife Securities IncADVISOR$0$24,5532023
CliftonlarsonallenACCOUNTANT/AUDITOR$11,130not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$4,500$02023

Related Form 5500 pages