Plan5500

Champion Discs, Inc. Cash Balance Pension Plan — Form 5500 plan (Champion Discs, 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, Champion Discs, Inc. Cash Balance Pension Plan is a benefit plan reported by Champion Discs, Inc under EIN 95-3894688 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $4,476,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Champion Discs, Inc
EIN
95-3894688
Plan number
002
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
132
End-of-year plan assets
$4,476,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20250213155519NAL0022986129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,476,210
Total liabilities (EOY)
$0
Net assets (EOY)
$4,476,210
Net assets (BOY)
$4,175,184

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$373,108

Expenses & distributions

Benefits paid
$40,181
Administrative expenses
$31,901
Total expenses
$72,082
Net increase / (decrease)
$301,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockefeller Capital ManagementINVESTMENT ADVISORY$31,901not reported in the loaded dataset2023

Related Form 5500 pages