2023 Form 5500 filing — Cedar Community 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 20250414143316NAL0000794963001) for Cedar Community Retirement Savings Plan, reported by Benevolent Corporation Cedar Community under EIN 39-0928211 and plan number 003. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414143316NAL0000794963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Benevolent Corporation Cedar Community
- EIN
- 39-0928211
- Plan number
- 003
- Location
- West Bend, WI
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,602,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,602,758
- Employer contributions
- $175,965
- Participant contributions
- $808,273
- Total income / additions
- $3,873,738
- Benefits paid
- $2,506,551
- Administrative expenses
- $60,681
- Total expenses
- $2,567,232
- Net increase / (decrease)
- $1,306,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Operose Advisors LLC | ADVISOR(PLAN) | $35,211 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $21,866 | not reported in the loaded dataset |
| Egps, Inc | THIRD PARTY ADMIN | $3,604 | not reported in the loaded dataset |