Cavicchio Greenhouses Retirement Savings Plan — Form 5500 plan (Cavicchio Greenhouses 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, Cavicchio Greenhouses Retirement Savings Plan is a benefit plan reported by Cavicchio Greenhouses Inc. under EIN 04-2685074 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $15,366,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cavicchio Greenhouses Inc.
- EIN
- 04-2685074
- Plan number
- 001
- Plan type
- 2
- Location
- Sudbury, MA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $15,366,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20240907115653NAL0001570019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,366,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,366,427
- Net assets (BOY)
- $12,660,310
Income & contributions
- Employer contributions
- $498,695
- Participant contributions
- $1,047,542
- Total contributions
- $1,550,922
- Total income / additions
- $4,042,502
Expenses & distributions
- Benefits paid
- $1,261,625
- Administrative expenses
- $60,854
- Total expenses
- $1,336,385
- Net increase / (decrease)
- $2,706,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,255 | $0 | 2023 |