Cn Holdings Retirement Profit-Sharing Plan — Form 5500 plan (Cn Holdings, Inc.)
Plain-English plan 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, Cn Holdings Retirement Profit-Sharing Plan is a benefit plan reported by Cn Holdings, Inc. under EIN 02-0359171 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $14,860,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cn Holdings, Inc.
- EIN
- 02-0359171
- Plan number
- 001
- Plan type
- 2
- Location
- White River Junction, VT
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $14,860,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241014130132NAL0044573056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,860,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,860,608
- Net assets (BOY)
- $13,925,756
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $815,745
- Total contributions
- $880,503
- Total income / additions
- $3,220,155
Expenses & distributions
- Benefits paid
- $2,232,858
- Administrative expenses
- $52,445
- Total expenses
- $2,285,303
- Net increase / (decrease)
- $934,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Investment Advisors LLC | ADVISOR | $21,859 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,200 | $0 | 2023 |
| Tyler Simms & St. Sauver Pc | ACCOUNTANT/AUDITOR | $9,386 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cn Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in White River Junction, VT
- Trg Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Tyler Simms & St. Sauver Pc — Schedule C compensation