Chfi Retirement Plan — Form 5500 plan (Chfi, Inc.)
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, Chfi Retirement Plan is a benefit plan reported by Chfi, Inc. under EIN 84-3714051 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $29,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chfi, Inc.
- EIN
- 84-3714051
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, IN
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $29,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240717164108NAL0004436721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $29,051
- Total liabilities (EOY)
- $162
- Net assets (EOY)
- $28,889
- Net assets (BOY)
- $21,010
Income & contributions
- Employer contributions
- $1,784
- Participant contributions
- $2,229
- Total income / additions
- $8,013
Expenses & distributions
- Administrative expenses
- $134
- Total expenses
- $134
- Net increase / (decrease)
- $7,879
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.