Original filing (PDF)20250820120529NAL0003256945001

Chhabra Financial Services LLC DBA Sidebar Advisors

Name: Chhabra Financial Services LLC DBA Sidebar Advisors — Form 5500 Plan 001 (2024)
Creator: Chhabra Financial Services LLC DBA Sidebar Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sidebar Advisors 401(k) Plan

401(k) retirement plan · Chhabra Financial Services LLC DBA Sidebar Advisors' Sidebar Advisors 401(k) Plan held $36K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Chhabra Financial Services LLC DBA Sidebar Advisors' EIN is 81-2181763.

EIN 81-2181763

Plan number 001

Plan year 2024

ACK ID 20250820120529NAL0003256945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chhabra Financial Services LLC DBA Sidebar Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chhabra Financial Services LLC DBA Sidebar Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHHABRA FINANCIAL SERVICES LLC DBA SIDEBAR ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score