2023 Form 5500 filing — Consumers Supply Dist 401(K)
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 20240822163006NAL0005359649001) for Consumers Supply Dist 401(K), reported by Consumers Supply Dist LLC under EIN 45-3782648 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822163006NAL0005359649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consumers Supply Dist LLC
- EIN
- 45-3782648
- Plan number
- 001
- Location
- North Sioux City, SD
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,917,990
- Net assets (EOY)
- $24,917,990
- Employer contributions
- $1,304,788
- Participant contributions
- $1,493,239
- Total income / additions
- $6,107,575
- Benefits paid
- $1,488,106
- Administrative expenses
- $75,602
- Total expenses
- $1,563,708
- Net increase / (decrease)
- $4,543,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $68,771 | not reported in the loaded dataset |
| Charles Schwab Trust Company | CUSTODIAN | $6,831 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |