2023 Form 5500 filing — Cdi Services, Inc. 401(K) Retirement Savings 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 20240726105346NAL0008892659001) for Cdi Services, Inc. 401(K) Retirement Savings Plan, reported by Cdi Services, Inc. under EIN 45-5240671 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726105346NAL0008892659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdi Services, Inc.
- EIN
- 45-5240671
- Plan number
- 001
- Location
- Wahpeton, ND
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,235,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,235,088
- Participant contributions
- $922,595
- Total income / additions
- $2,517,158
- Benefits paid
- $579,463
- Administrative expenses
- $68,253
- Total expenses
- $648,571
- Net increase / (decrease)
- $1,868,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,279 | $0 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISORY | $0 | $35,826 |