Cafua Management 401(K) Savings Plan — Form 5500 plan (Cafua Management Company LLC)
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, Cafua Management 401(K) Savings Plan is a benefit plan reported by Cafua Management Company LLC under EIN 04-3554864 and plan number 001. The latest loaded filing year is 2023. The filing reports 834 participants and $5,608,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cafua Management Company LLC
- EIN
- 04-3554864
- Plan number
- 001
- Plan type
- 2
- Location
- Methuen, MA
- Latest filing year
- 2023
- Participants
- 834
- End-of-year plan assets
- $5,608,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 834 | H, C | 20241015085948NAL0029076737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,608,625
- Total liabilities (EOY)
- $724
- Net assets (EOY)
- $5,607,901
- Net assets (BOY)
- $4,981,161
Income & contributions
- Employer contributions
- $86,424
- Participant contributions
- $693,866
- Total contributions
- $783,131
- Total income / additions
- $1,610,946
Expenses & distributions
- Benefits paid
- $926,902
- Administrative expenses
- $57,295
- Total expenses
- $984,206
- Net increase / (decrease)
- $626,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORDKEEPER | $35,375 | $0 | 2023 |
| Cwm, LLC | ADVISOR | $21,920 | not reported in the loaded dataset | 2023 |