2023 Form 5500 filing — Cdo Technologies 401k 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 20241008154242NAL0017907681001) for Cdo Technologies 401k Retirement Plan, reported by Cdo Technologies under EIN 31-1297767 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154242NAL0017907681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdo Technologies
- EIN
- 31-1297767
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,723,061
- Total liabilities (EOY)
- $32,528
- Net assets (EOY)
- $10,690,533
- Employer contributions
- $76,781
- Participant contributions
- $1,009,482
- Total income / additions
- $2,566,500
- Benefits paid
- $1,264,784
- Administrative expenses
- $84,517
- Total expenses
- $1,381,829
- Net increase / (decrease)
- $1,184,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group, Inc. | RECORDKEEPER/INV. COMPAN | $44,812 | not reported in the loaded dataset |
| Everhart Advisors | INVESTMENT ADVISORS | $29,205 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | AUDITOR | $10,500 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | TPA | $0 | $4,914 |
| Charles Schwab | CUSTODIAN | $0 | $4,441 |