Chatmeter, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Chatmeter, 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, Chatmeter, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Chatmeter, Inc. under EIN 45-2473347 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $7,628,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chatmeter, Inc.
- EIN
- 45-2473347
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $7,628,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241009111126NAL0018204081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,628,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,628,362
- Net assets (BOY)
- $4,504,713
Income & contributions
- Employer contributions
- $586,639
- Participant contributions
- $988,331
- Total contributions
- $2,533,621
- Total income / additions
- $3,624,133
Expenses & distributions
- Benefits paid
- $448,110
- Administrative expenses
- $50,614
- Total expenses
- $500,484
- Net increase / (decrease)
- $3,123,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $37,352 | $0 | 2023 |
| Lpl Financial - Sms Service Provide | BROKER | $8,668 | not reported in the loaded dataset | 2023 |
| Principal Securities, Inc. | INSURANCE BROKER | $0 | $5,321 | 2023 |
| Lpl Financial Sms Passive | BROKER | $3,468 | not reported in the loaded dataset | 2023 |
| San Diego Pension Consultants | TPA | $1,590 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-3(21) | BROKER | $277 | not reported in the loaded dataset | 2023 |
| Preferred Product Network Inc | INSURANCE BROKER | $0 | $109 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chatmeter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Nationwide — Schedule C compensation
- Lpl Financial - Sms Service Provide — Schedule C compensation
- Principal Securities, Inc. — Schedule C compensation
- Lpl Financial Sms Passive — Schedule C compensation
- San Diego Pension Consultants — Schedule C compensation
- Iron-Co-Fid-3(21) — Schedule C compensation
- Preferred Product Network Inc — Schedule C compensation