The Cersosimo Companies 401(K) Savings & Investment Plan — Form 5500 plan (Cersosimo Lumber Co., 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, The Cersosimo Companies 401(K) Savings & Investment Plan is a benefit plan reported by Cersosimo Lumber Co., Inc. under EIN 03-0177289 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $18,622,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cersosimo Lumber Co., Inc.
EIN
03-0177289
Plan number
001
Plan type
2
Location
Brattleboro, VT
Latest filing year
2023
Participants
347
End-of-year plan assets
$18,622,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023347H, C20240924102541NAL0022696800002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,622,583
Net assets (EOY)
$18,622,583
Net assets (BOY)
$17,229,888

Income & contributions

Employer contributions
$147,396
Participant contributions
$551,989
Total contributions
$699,459
Total income / additions
$3,225,118

Expenses & distributions

Benefits paid
$1,789,629
Administrative expenses
$38,969
Total expenses
$1,832,423
Net increase / (decrease)
$1,392,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Richards Inc.TrgINVESTMENT ADVISOR$33,680$02023
Wells Thomas, LLCCONTRACT ADMIN$3,775$02023
Capital Group Retirement Plan ServiRECORDKEEPER$1,963$02023

Related Form 5500 pages