2023 Form 5500 filing — Cayuga County Chamber Of Commerce Inc. 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 20241015132329NAL0016479043001) for Cayuga County Chamber Of Commerce Inc. 401(K) Plan, reported by Currier Plastics, Inc. under EIN 16-1190840 and plan number 002. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132329NAL0016479043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Currier Plastics, Inc.
- EIN
- 16-1190840
- Plan number
- 002
- Location
- Auburn, NY
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,956,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,956,861
- Employer contributions
- $217,499
- Participant contributions
- $627,104
- Total income / additions
- $1,842,575
- Benefits paid
- $312,627
- Administrative expenses
- $105,180
- Total expenses
- $444,154
- Net increase / (decrease)
- $1,398,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $78,324 | $0 |
| Tronconi, Segarra & Associates, Llp | PLAN AUDITOR | $15,199 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $10,444 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $1,213 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $755 |