2023 Form 5500 filing — Ccu Coal And Construction 401(K) & Profit Sharing 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 20241014111712NAL0053273026001) for Ccu Coal And Construction 401(K) & Profit Sharing Plan, reported by Ccu Coal And Construction LLC under EIN 83-2954710 and plan number 001. It reports 231 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)$10.5MReported net assets$10,548,580
Participants231
Provider compensation$25.1K1 Schedule C row(s)$25,088
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014111712NAL0053273026001
Plan sponsor
Ccu Coal And Construction LLC
EIN
83-2954710
Plan number
001
Location
Coshocton, OH
Received date
not reported in the loaded dataset
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)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$228.7K
Participant$365.9K
Full reported line items
Total assets (EOY)
$10,548,580
Total liabilities (EOY)
$0
Net assets (EOY)
$10,548,580
Employer contributions
$228,738
Participant contributions
$365,886
Total income / additions
$1,847,707
Benefits paid
$1,300,194
Administrative expenses
$25,037
Total expenses
$1,325,231
Net increase / (decrease)
$522,476

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$25,088$0

Related Form 5500 pages