2023 Form 5500 filing — Cedar Grove Warehouse Inc 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 20240919104208NAL0010295568001) for Cedar Grove Warehouse Inc 401(K) Plan, reported by Cedar Grove Warehouse Inc under EIN 20-8535086 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919104208NAL0010295568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Grove Warehouse Inc
- EIN
- 20-8535086
- Plan number
- 001
- Location
- Cedar Grove, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,850,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,850,063
- Employer contributions
- $206,526
- Participant contributions
- $358,488
- Total income / additions
- $1,059,050
- Benefits paid
- $163,728
- Administrative expenses
- $25,422
- Total expenses
- $189,150
- Net increase / (decrease)
- $869,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $12,663 | not reported in the loaded dataset |
| American Trust Retirement | RECORDKEEPER | $8,072 | not reported in the loaded dataset |