2023 Form 5500 filing — Cleaver-Brooks Inc. Retirement And Savings 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 20241010104422NAL0019933473001) for Cleaver-Brooks Inc. Retirement And Savings Plan, reported by The Cleaver-Brooks Company, Inc. under EIN 87-2266456 and plan number 001. It reports 1,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104422NAL0019933473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleaver-Brooks Company, Inc.
- EIN
- 87-2266456
- Plan number
- 001
- Location
- Thomasville, GA
- Participants
- 1,088
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,952,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,952,125
- Employer contributions
- $2,456,603
- Participant contributions
- $6,330,919
- Total income / additions
- $26,250,018
- Benefits paid
- $13,371,427
- Administrative expenses
- $13,957
- Total expenses
- $13,385,384
- Net increase / (decrease)
- $12,864,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $22,402 | not reported in the loaded dataset |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,445 | $0 |