2023 Form 5500 filing — Cabinet Specialists 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240507211734NAL0014779267001) for Cabinet Specialists 401(K) Plan, reported by Cabinet Specialists under EIN 83-1561812 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240507211734NAL0014779267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cabinet Specialists
- EIN
- 83-1561812
- Plan number
- 001
- Location
- Taylor, TX
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,466,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,466,496
- Employer contributions
- $0
- Participant contributions
- $237,586
- Total income / additions
- $796,233
- Benefits paid
- $235,809
- Administrative expenses
- $13,208
- Total expenses
- $249,017
- Net increase / (decrease)
- $547,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,288 | $0 |
| Sagepoint Financial Inc | FINANCIAL MANAGEMENT | $0 | $6,634 |
| Massachusetts Mutual Life Insurance | ADMIN & DISTRIB FEE | $3,738 | $12 |
| Mesirow Financial Investment Manage | FINANCIAL MANAGEMENT | $0 | $26 |