2023 Form 5500 filing — Cleveland Construction 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 20241015160604NAL0016837603001) for Cleveland Construction Retirement Savings Plan, reported by Cleveland Construction, Inc. under EIN 30-0044564 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160604NAL0016837603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleveland Construction, Inc.
- EIN
- 30-0044564
- Plan number
- 001
- Location
- Mentor, OH
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,396,812
- Total liabilities (EOY)
- $104,127
- Net assets (EOY)
- $18,292,685
- Employer contributions
- $1,203,029
- Participant contributions
- $1,796,008
- Total income / additions
- $5,193,523
- Benefits paid
- $1,347,359
- Administrative expenses
- $118,995
- Total expenses
- $1,466,354
- Net increase / (decrease)
- $3,727,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $54,287 | $0 |
| Erisa Services Midwest LLC | RECORDKEEPER | $40,067 | $0 |
| Prime Capital Inv Advisors, LLC | INV ADVISORY PLAN | $25,658 | not reported in the loaded dataset |
| Marcum Llp | AUDIT | $8,240 | not reported in the loaded dataset |