403(B)Thrift Plan Of Cedarcrest, Inc. — Form 5500 plan (Cedarcrest, 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, 403(B)Thrift Plan Of Cedarcrest, Inc. is a benefit plan reported by Cedarcrest, Inc. under EIN 02-0441832 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $2,825,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cedarcrest, Inc.
EIN
02-0441832
Plan number
001
Plan type
2
Location
Keene, NH
Latest filing year
2023
Participants
255
End-of-year plan assets
$2,825,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241017113154NAL0031717185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,825,121
Total liabilities (EOY)
$0
Net assets (EOY)
$2,825,121
Net assets (BOY)
$2,925,095

Income & contributions

Employer contributions
$123,367
Participant contributions
$282,328
Total contributions
$580,750
Total income / additions
$959,473

Expenses & distributions

Benefits paid
$1,053,331
Administrative expenses
$6,116
Total expenses
$1,059,447
Net increase / (decrease)
-$99,974

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$0$02023

Related Form 5500 pages