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, Chw 401(K) Plan is a benefit plan reported by Causseaux, Hewett & Walpole, Inc. under EIN 59-2883104 and plan number 003. The latest loaded filing year is 2023. The filing reports 155 participants and $10,562,138 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,562,138
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $10,562,124
- Net assets (BOY)
- $7,638,851
Income & contributions
- Employer contributions
- $957,955
- Participant contributions
- $623,258
- Total contributions
- $1,680,556
- Total income / additions
- $3,105,706
Expenses & distributions
- Benefits paid
- $178,278
- Administrative expenses
- $4,155
- Total expenses
- $182,433
- Net increase / (decrease)
- $2,923,273