2023 Form 5500 filing — Caledonia Farmers Elevator Company Profit Sharing 401(K) 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 20241009142817NAL0010720483001) for Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust, reported by Caledonia Farmers Elevator Company under EIN 38-0394240 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,283,521
Participants151
Provider compensation$72.1K3 Schedule C row(s)$72,117
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009142817NAL0010720483001
Plan sponsor
Caledonia Farmers Elevator Company
EIN
38-0394240
Plan number
002
Location
Caledonia, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$482.3K
Participant$552.5K
Full reported line items
Total assets (EOY)
$10,283,521
Total liabilities (EOY)
$0
Net assets (EOY)
$10,283,521
Employer contributions
$482,334
Participant contributions
$552,456
Total income / additions
$2,797,350
Benefits paid
$3,421,232
Administrative expenses
$45,474
Total expenses
$3,466,706
Net increase / (decrease)
-$669,356
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $41.5K · Indirect $0
  2. 2
    BROKER/ ADVISOR · Direct $54 · Indirect $27.4K
  3. 3
    INVESTMENT MGMT · Direct $3.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009142817NAL0010720483001 cover?
It is the 2023 Form 5500 filing for Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust, reported by Caledonia Farmers Elevator Company (EIN 38-0394240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages