2023 Form 5500 filing — Cypress Creek 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 20240729130647NAL0018788209002) for Cypress Creek 401(K) Plan, reported by Cypress Creek Renewables, LLC under EIN 46-5665726 and plan number 001. It reports 629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729130647NAL0018788209002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cypress Creek Renewables, LLC
- EIN
- 46-5665726
- Plan number
- 001
- Location
- Santa Monica, CA
- Participants
- 629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,410,222
- Net assets (EOY)
- $43,410,222
- Employer contributions
- $4,107,630
- Participant contributions
- $4,707,771
- Total income / additions
- $17,380,379
- Benefits paid
- $3,404,341
- Administrative expenses
- $127,917
- Total expenses
- $3,536,944
- Net increase / (decrease)
- $13,843,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lockton Investment Advisors | NONE | $65,383 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $60,252 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $118 | $0 |