2023 Form 5500 filing — Cascade Utilities, Inc. And Affiliated Companies Salary Savings 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 20241002135706NAL0008361857001) for Cascade Utilities, Inc. And Affiliated Companies Salary Savings Plan, reported by Cascade Utilities, Inc. under EIN 93-0163010 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002135706NAL0008361857001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cascade Utilities, Inc.
- EIN
- 93-0163010
- Plan number
- 002
- Location
- Estacada, OR
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,850,572
- Total liabilities (EOY)
- $140
- Net assets (EOY)
- $32,850,432
- Employer contributions
- $675,573
- Participant contributions
- $2,114,703
- Total income / additions
- $7,802,291
- Benefits paid
- $2,629,389
- Administrative expenses
- $49,702
- Total expenses
- $2,693,598
- Net increase / (decrease)
- $5,108,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps, Inc | NONE | $38,601 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $11,101 | $0 |