2023 Form 5500 filing — Cwt 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 20241003153014NAL0004969203001) for Cwt 401(K) Plan, reported by Cwt Us, LLC under EIN 41-1880007 and plan number 001. It reports 4,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003153014NAL0004969203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cwt Us, LLC
- EIN
- 41-1880007
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 4,642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,177,180
- Net assets (EOY)
- $389,177,180
- Employer contributions
- $1,770,179
- Participant contributions
- $13,070,579
- Total income / additions
- $74,837,085
- Benefits paid
- $42,049,614
- Administrative expenses
- $318,161
- Total expenses
- $42,368,745
- Net increase / (decrease)
- $32,468,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $227,411 | not reported in the loaded dataset |
| Aon Consulting, Inc | NONE | $50,000 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulti | NONE | $25,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,750 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 |