2023 Form 5500 filing — Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership 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 20240610152011NAL0026803233001) for Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan, reported by Cleaves-Bessmer-Marietti, Inc. under EIN 43-0814061 and plan number 004. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240610152011NAL0026803233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleaves-Bessmer-Marietti, Inc.
- EIN
- 43-0814061
- Plan number
- 004
- Location
- Lees Summit, MO
- Participants
- 36
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,864,675
- Net assets (EOY)
- $7,864,675
- Employer contributions
- $1,131,198
- Total income / additions
- $1,426,363
- Benefits paid
- $587,248
- Administrative expenses
- $9,758
- Total expenses
- $597,006
- Net increase / (decrease)
- $829,357
- Schedule source
- Schedule I