2023 Form 5500 filing — Cedar Fair 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 20241015104729NAL0048904080001) for Cedar Fair 401(K) Plan, reported by Cedar Fair, L.P. under EIN 34-1560655 and plan number 005. It reports 1,540 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)$903.3KReported net assets$903,326
Participants1.5K1,540
Provider compensation$2731 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015104729NAL0048904080001
Plan sponsor
Cedar Fair, L.P.
EIN
34-1560655
Plan number
005
Location
Sandusky, 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)$903.3K total assets
Net assets$903.3KLiabilities$0
Money in vs. money out
Total income / additions$413.1K
Total expenses$204.9K
Benefits paid / distributions$204.1K
Contributions
Employer$0
Participant$272.4K
Full reported line items
Total assets (EOY)
$903,326
Total liabilities (EOY)
$0
Net assets (EOY)
$903,326
Employer contributions
$0
Participant contributions
$272,440
Total income / additions
$413,140
Benefits paid
$204,124
Administrative expenses
$811
Total expenses
$204,935
Net increase / (decrease)
$208,205

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$273$0

Related Form 5500 pages