2023 Form 5500 filing — Cde Services 401k Profit Sharing 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 20241003083522NAL0009637569001) for Cde Services 401k Profit Sharing Plan, reported by Cde Services, LLC under EIN 58-1878009 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003083522NAL0009637569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cde Services, LLC
- EIN
- 58-1878009
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,569,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,372
- Employer contributions
- $326,280
- Participant contributions
- $586,392
- Total income / additions
- $1,774,704
- Benefits paid
- $948,859
- Administrative expenses
- $52,802
- Total expenses
- $1,004,463
- Net increase / (decrease)
- $770,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aprio Wealth Management, LLC | RIA | $21,256 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,834 | $0 |