Champagne Metals, LLC 401(K) Plan — Form 5500 plan (Champagne Metals, 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, Champagne Metals, LLC 401(K) Plan is a benefit plan reported by Champagne Metals, LLC under EIN 73-1502648 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $8,546,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champagne Metals, LLC
- EIN
- 73-1502648
- Plan number
- 001
- Plan type
- 2
- Location
- Glenpool, OK
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $8,546,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20240531141831NAL0014872481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,546,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,546,004
- Net assets (BOY)
- $6,782,374
Income & contributions
- Employer contributions
- $426,320
- Participant contributions
- $618,996
- Total contributions
- $1,076,087
- Total income / additions
- $2,167,670
Expenses & distributions
- Benefits paid
- $395,870
- Administrative expenses
- $375
- Total expenses
- $404,040
- Net increase / (decrease)
- $1,763,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tcg Advisory Services, LLC | INVESTMENT ADVISOR | $18,994 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | TPA | $0 | $5,736 | 2023 |
| Tbs Agency, Inc. | BROKER/ADVISOR | $0 | $4,664 | 2023 |
| Empower Annuity Ins. Co. Of Amer | RECORDKEEPER | $842 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Champagne Metals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Glenpool, OK
- Tcg Advisory Services, LLC — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Tbs Agency, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of Amer — Schedule C compensation