Stephen Chelbay Company Cash Account Pension Plan — Form 5500 plan (Stephen Chelbay Company)
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, Stephen Chelbay Company Cash Account Pension Plan is a benefit plan reported by Stephen Chelbay Company under EIN 94-1750014 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $2,570,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephen Chelbay Company
- EIN
- 94-1750014
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $2,570,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241014161243NAL0026679857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,570,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,570,296
- Net assets (BOY)
- $2,447,158
Income & contributions
- Employer contributions
- $88,008
- Total contributions
- $88,008
- Total income / additions
- $347,889
Expenses & distributions
- Benefits paid
- $145,840
- Administrative expenses
- $78,911
- Total expenses
- $224,751
- Net increase / (decrease)
- $123,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,967 | $0 | 2023 |
| Ineich & Company, Llp | ACCOUNTANT | $10,500 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephen Chelbay Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Principal Life Insurance Company — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation