Chaney Enterprises Companies 401(K) Profit Sharing Plan — Form 5500 plan (Chaney Enterprises Limited Partnership)
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, Chaney Enterprises Companies 401(K) Profit Sharing Plan is a benefit plan reported by Chaney Enterprises Limited Partnership under EIN 52-1702211 and plan number 001. The latest loaded filing year is 2023. The filing reports 777 participants and $70,282,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chaney Enterprises Limited Partnership
- EIN
- 52-1702211
- Plan number
- 001
- Plan type
- 2
- Location
- Waldorf, MD
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $70,282,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241015162321NAL0048884768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,282,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,282,897
- Net assets (BOY)
- $55,399,011
Income & contributions
- Employer contributions
- $3,574,858
- Participant contributions
- $3,241,464
- Total contributions
- $7,136,423
- Total income / additions
- $16,573,074
Expenses & distributions
- Benefits paid
- $5,262,432
- Administrative expenses
- $156,869
- Total expenses
- $5,440,750
- Net increase / (decrease)
- $11,132,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $85,100 | $0 | 2023 |
| Rbc Capital Markets Corp. | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $34,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chaney Enterprises Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Waldorf, MD
- John Hancock Life Insurance Company — Schedule C compensation
- Rbc Capital Markets Corp. — Schedule C compensation
- Coastal Pension Services — Schedule C compensation