2023 Form 5500 filing — Cloverdale 401k 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 20241009103753NAL0019026561001) for Cloverdale 401k Plan, reported by Cloverdale Foods Company under EIN 45-0124010 and plan number 004. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009103753NAL0019026561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cloverdale Foods Company
- EIN
- 45-0124010
- Plan number
- 004
- Location
- Mandan, ND
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,976,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,976,866
- Employer contributions
- $810,886
- Participant contributions
- $1,228,739
- Total income / additions
- $4,955,505
- Benefits paid
- $1,577,891
- Administrative expenses
- $99,710
- Total expenses
- $1,677,601
- Net increase / (decrease)
- $3,277,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $75,028 | $0 |
| Investment Centers Of America, Inc. | NONE | $24,682 | not reported in the loaded dataset |