2023 Form 5500 filing — Cazenovia Equipment Co., 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 20250812150951NAL0004392403001) for Cazenovia Equipment Co., Inc. 401(K) Plan, reported by Cazenovia Equipment Co., Inc. under EIN 15-0619704 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812150951NAL0004392403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cazenovia Equipment Co., Inc.
- EIN
- 15-0619704
- Plan number
- 001
- Location
- Cazenovia, NY
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,526,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,526,784
- Employer contributions
- $220,413
- Participant contributions
- $388,151
- Total income / additions
- $4,118,744
- Benefits paid
- $14,152,366
- Administrative expenses
- $23,642
- Total expenses
- $14,176,008
- Net increase / (decrease)
- -$10,057,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $21,411 | not reported in the loaded dataset |
| Sentry Life Insurance Company Of Ny | RECORDKEEPER | $2,231 | $0 |