2023 Form 5500 filing — Cauldwell Wingate Company, LLC 401(K) Profit Sharing 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 20240822122842NAL0005087025001) for Cauldwell Wingate Company, LLC 401(K) Profit Sharing Plan, reported by Cauldwell Wingate Company, LLC under EIN 13-4196323 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822122842NAL0005087025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cauldwell Wingate Company, LLC
- EIN
- 13-4196323
- Plan number
- 001
- Location
- New York, NY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,022,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,022,336
- Employer contributions
- $701,616
- Participant contributions
- $1,493,981
- Total income / additions
- $5,101,171
- Benefits paid
- $1,645,774
- Administrative expenses
- $8,142
- Total expenses
- $1,653,916
- Net increase / (decrease)
- $3,447,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Consultants, Inc | THIRD PARTY ADMINISTRATO | $0 | $9,640 |