2023 Form 5500 filing — Cedar Valley Corp. , LLC 401(K) 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 20240830134117NAL0014573537001) for Cedar Valley Corp. , LLC 401(K) Retirement Plan, reported by Cedar Valley Corp., LLC under EIN 42-0987141 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830134117NAL0014573537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Valley Corp., LLC
- EIN
- 42-0987141
- Plan number
- 002
- Location
- Waterloo, IA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,248,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,248,517
- Employer contributions
- $224,734
- Participant contributions
- $363,090
- Total income / additions
- $1,795,536
- Benefits paid
- $610,000
- Administrative expenses
- $36,563
- Total expenses
- $646,563
- Net increase / (decrease)
- $1,148,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Trust Company | NONE | $36,563 | $0 |