2023 Form 5500 filing — Cash-Wa Distributing Company 401(K) Profit Sharing 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 20250912112736NAL0000754867001) for Cash-Wa Distributing Company 401(K) Profit Sharing Plan, reported by Cash-Wa Distributing Company Of Kearney, Inc. under EIN 47-0499172 and plan number 002. It reports 904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912112736NAL0000754867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cash-Wa Distributing Company Of Kearney, Inc.
- EIN
- 47-0499172
- Plan number
- 002
- Location
- Kearney, NE
- Participants
- 904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,859,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,859,521
- Employer contributions
- $1,203,981
- Participant contributions
- $2,344,650
- Total income / additions
- $10,978,902
- Benefits paid
- $2,162,846
- Administrative expenses
- $125,354
- Total expenses
- $2,325,764
- Net increase / (decrease)
- $8,653,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $64,935 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,427 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |