Chp 401(K) Plan — Form 5500 plan (Chelten House Products, 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, Chp 401(K) Plan is a benefit plan reported by Chelten House Products, LLC under EIN 85-4203125 and plan number 003. The latest loaded filing year is 2023. The filing reports 434 participants and $7,553,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chelten House Products, LLC
EIN
85-4203125
Plan number
003
Plan type
2
Location
Swedesboro, NJ
Latest filing year
2023
Participants
434
End-of-year plan assets
$7,553,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241014130305NAL0052345394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,553,044
Total liabilities (EOY)
$11,173
Net assets (EOY)
$7,541,871
Net assets (BOY)
$6,503,514

Income & contributions

Employer contributions
$192,027
Participant contributions
$864,068
Total contributions
$1,140,967
Total income / additions
$2,271,754

Expenses & distributions

Benefits paid
$1,169,666
Administrative expenses
$61,914
Total expenses
$1,233,397
Net increase / (decrease)
$1,038,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,050not reported in the loaded dataset2023
Mml Investor Services LLCADVISOR$20,274not reported in the loaded dataset2023
Mgs LlpACCOUNTANT/AUDITOR$13,509not reported in the loaded dataset2023

Related Form 5500 pages