C.H. Guenther & Son LLC 401(K) Plan — Form 5500 plan (Ch Guenther)

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, C.H. Guenther & Son LLC 401(K) Plan is a benefit plan reported by Ch Guenther under EIN 74-1508677 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,826 participants and $187,040,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ch Guenther
EIN
74-1508677
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
2,826
End-of-year plan assets
$187,040,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,826H, C20241011160024NAL0023170321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,040,196
Total liabilities (EOY)
$0
Net assets (EOY)
$187,040,196
Net assets (BOY)
$164,336,656

Income & contributions

Employer contributions
$9,280,066
Participant contributions
$11,675,369
Total contributions
$21,856,775
Total income / additions
$49,790,516

Expenses & distributions

Benefits paid
$26,783,133
Administrative expenses
$257,882
Total expenses
$27,086,976
Net increase / (decrease)
$22,703,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$222,344$02023
Forvis Mazars, LlpACCOUNTANT/AUDITOR$23,888not reported in the loaded dataset2023
Usi Consulting Group, Inc.CONSULTANT$8,750not reported in the loaded dataset2023

Related Form 5500 pages