2023 Form 5500 filing — C.R. Meyer And Sons Company Employees Profit Sharing And Retirement 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 20241014130928NAL0044590144001) for C.R. Meyer And Sons Company Employees Profit Sharing And Retirement Savings Plan, reported by C.R. Meyer And Sons Company under EIN 39-0467980 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130928NAL0044590144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.R. Meyer And Sons Company
- EIN
- 39-0467980
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,849,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,849,665
- Employer contributions
- $427,665
- Participant contributions
- $1,481,924
- Total income / additions
- $10,769,753
- Benefits paid
- $4,132,895
- Administrative expenses
- $48,218
- Total expenses
- $4,181,113
- Net increase / (decrease)
- $6,588,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $40,721 | not reported in the loaded dataset |
| Oneamerica Investment Advisory | NONE | $7,497 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |