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, Cazenovia Equipment Co., Inc. 401(K) Plan is a benefit plan reported by Cazenovia Equipment Co., Inc. under EIN 15-0619704 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $4,526,784 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,526,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,526,784
- Net assets (BOY)
- $14,584,048
Income & contributions
- Employer contributions
- $220,413
- Participant contributions
- $388,151
- Total contributions
- $608,564
- Total income / additions
- $4,118,744
Expenses & distributions
- Benefits paid
- $14,152,366
- Administrative expenses
- $23,642
- Total expenses
- $14,176,008
- Net increase / (decrease)
- -$10,057,264