Cedar Grove Warehouse Inc 401(K) Plan — Form 5500 plan (Cedar Grove Warehouse 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, Cedar Grove Warehouse Inc 401(K) Plan is a benefit plan reported by Cedar Grove Warehouse Inc under EIN 20-8535086 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $3,850,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cedar Grove Warehouse Inc
- EIN
- 20-8535086
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Grove, WI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $3,850,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240919104208NAL0010295568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,850,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,850,063
- Net assets (BOY)
- $2,980,163
Income & contributions
- Employer contributions
- $206,526
- Participant contributions
- $358,488
- Total contributions
- $565,014
- Total income / additions
- $1,059,050
Expenses & distributions
- Benefits paid
- $163,728
- Administrative expenses
- $25,422
- Total expenses
- $189,150
- Net increase / (decrease)
- $869,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $12,663 | not reported in the loaded dataset | 2023 |
| American Trust Retirement | RECORDKEEPER | $8,072 | not reported in the loaded dataset | 2023 |