2023 Form 5500 filing — Amcon, Cemstone And Tcc Employee 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 20241002180108NAL0008719617001) for Amcon, Cemstone And Tcc Employee Savings Plan, reported by Cemstone Products Company under EIN 41-0182850 and plan number 001. It reports 1,225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002180108NAL0008719617001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cemstone Products Company
- EIN
- 41-0182850
- Plan number
- 001
- Location
- Mendota Heights, MN
- Participants
- 1,225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,129,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,129,615
- Employer contributions
- $3,220,584
- Participant contributions
- $4,063,612
- Total income / additions
- $23,627,157
- Benefits paid
- $11,498,004
- Administrative expenses
- $164,106
- Total expenses
- $11,662,110
- Net increase / (decrease)
- $11,965,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group Inc | TPA | $67,698 | $83,413 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $54,628 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,259 | $0 |
| Redpath And Company LLC | AUDITOR | $15,000 | not reported in the loaded dataset |