Chartwell Operations LLC Multiple Employer 401(K) Plan — Form 5500 plan (Chartwell Operations LLC)
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, Chartwell Operations LLC Multiple Employer 401(K) Plan is a benefit plan reported by Chartwell Operations LLC under EIN 46-5273721 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $5,198,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chartwell Operations LLC
- EIN
- 46-5273721
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $5,198,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241011132431NAL0043807218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,198,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,198,942
- Net assets (BOY)
- $3,380,035
Income & contributions
- Participant contributions
- $1,139,522
- Total contributions
- $1,139,522
- Total income / additions
- $1,958,072
Expenses & distributions
- Benefits paid
- $94,384
- Administrative expenses
- $34,796
- Total expenses
- $139,165
- Net increase / (decrease)
- $1,818,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpg Consultants | NONE | $24,531 | not reported in the loaded dataset | 2023 |
| Smith Brothers Financial, LLC | NONE | $7,897 | not reported in the loaded dataset | 2023 |