Retirement Plan For Drivers Of Commercial Distributing Company Inc — Form 5500 plan (Commercial Distributing Company 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, Retirement Plan For Drivers Of Commercial Distributing Company Inc is a benefit plan reported by Commercial Distributing Company Inc under EIN 04-1198070 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $9,215,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commercial Distributing Company Inc
- EIN
- 04-1198070
- Plan number
- 001
- Plan type
- 2
- Location
- Westfield, MA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $9,215,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20240927075154NAL0001066691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,215,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,215,360
- Net assets (BOY)
- $8,338,593
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- $1,231,828
Expenses & distributions
- Benefits paid
- $337,953
- Administrative expenses
- $17,108
- Total expenses
- $355,061
- Net increase / (decrease)
- $876,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $0 | $24,301 | 2023 |
| Aetna Life Insurance Company | NONE | $17,108 | not reported in the loaded dataset | 2023 |