2023 Form 5500 filing — Cherry Tree Retirement 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 20240727135945NAL0026638352001) for Cherry Tree Retirement Plan, reported by Cherry Tree Corp. under EIN 86-3418972 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240727135945NAL0026638352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherry Tree Corp.
- EIN
- 86-3418972
- Plan number
- 001
- Location
- Cedar City, UT
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,451
- Net assets (EOY)
- $186,451
- Total income / additions
- -$39,324
- Total expenses
- $0
- Net increase / (decrease)
- -$39,324
- Schedule source
- Schedule I