2023 Form 5500 filing — Cahec Management, Inc. 401(K) Retirement Plan & Trust
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 20241004150600NAL0019841632001) for Cahec Management, Inc. 401(K) Retirement Plan & Trust, reported by Cahec Management, Inc. under EIN 84-3628117 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150600NAL0019841632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cahec Management, Inc.
- EIN
- 84-3628117
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,852,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,852,377
- Employer contributions
- $446,358
- Participant contributions
- $703,952
- Total income / additions
- $2,155,138
- Benefits paid
- $371,093
- Administrative expenses
- $24,769
- Total expenses
- $402,095
- Net increase / (decrease)
- $1,753,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $24,783 | $0 |
| American Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Pioneer | NONE | $0 | $0 |
| Baird Funds | NONE | $0 | $0 |
| Credit Suisse | NONE | $0 | $0 |
| Reliance Trust Company | NONE | $0 | $0 |
| Delaware | NONE | $0 | $0 |
| Alger | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |