2023 Form 5500 filing — Cpi Employee Retirement 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 20241015103806NAL0016160595001) for Cpi Employee Retirement Plan, reported by Cast Products Inc under EIN 36-2641852 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103806NAL0016160595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cast Products Inc
- EIN
- 36-2641852
- Plan number
- 001
- Location
- Norridge, IL
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,562,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,525
- Employer contributions
- $391,143
- Participant contributions
- $595,356
- Total income / additions
- $2,745,217
- Benefits paid
- $795,182
- Administrative expenses
- $57,028
- Total expenses
- $852,210
- Net increase / (decrease)
- $1,893,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,027 | $0 |
| Ifp Advisors, Inc | INVESTMENT ADVISORY | $0 | $23,875 |