2023 Form 5500 filing — Cds Logistics 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 20240828080542NAL0019230768001) for Cds Logistics Retirement Plan, reported by Cds Logistics Management Inc under EIN 52-1677968 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.3MReported net assets$5,272,845
Participants208
Provider compensation$29.6K2 Schedule C row(s)$29,574
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828080542NAL0019230768001
- Plan sponsor
- Cds Logistics Management Inc
- EIN
- 52-1677968
- Plan number
- 001
- Location
- Middle River, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,272,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,272,845
- Employer contributions
- $339,644
- Participant contributions
- $581,785
- Total income / additions
- $1,670,014
- Benefits paid
- $219,238
- Administrative expenses
- $29,937
- Total expenses
- $256,880
- Net increase / (decrease)
- $1,413,134
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,174 | $0 |
| Cornerstone Advisory Llp | ADVISOR | $8,400 | not reported in the loaded dataset |