2023 Form 5500 filing — Chateau Girardeau Employees' Retirement 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 20241008114039NAL0034522018001) for Chateau Girardeau Employees' Retirement Plan, reported by Cape Retirement Community, Inc. under EIN 43-1039313 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114039NAL0034522018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cape Retirement Community, Inc.
- EIN
- 43-1039313
- Plan number
- 002
- Location
- Cape Girardeau, MO
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,662,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,662,841
- Employer contributions
- $93,651
- Participant contributions
- $179,393
- Total income / additions
- $637,382
- Benefits paid
- $316,334
- Administrative expenses
- $22,711
- Total expenses
- $339,045
- Net increase / (decrease)
- $298,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,072 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,623 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16 | not reported in the loaded dataset |