2023 Form 5500 filing — Casco Bay Steel Structures, Inc. 401(K) 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 20241009142953NAL0037338914001) for Casco Bay Steel Structures, Inc. 401(K) Plan, reported by Casco Bay Steel Structures, Inc. under EIN 04-3390125 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009142953NAL0037338914001
Filing year
2023
Form type
2
Plan sponsor
Casco Bay Steel Structures, Inc.
EIN
04-3390125
Plan number
001
Location
South Portland, ME
Participants
134
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,185,986
Total liabilities (EOY)
$0
Net assets (EOY)
$7,185,986
Employer contributions
$231,419
Participant contributions
$379,982
Total income / additions
$1,500,927
Benefits paid
$239,777
Administrative expenses
$59,978
Total expenses
$299,755
Net increase / (decrease)
$1,201,172
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Financial NetworkINVESTMENT ADVISOR$0$25,232

Related Form 5500 pages