Cfan Company Retirement/Savings Plan — Form 5500 plan (Cfan Company)
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, Cfan Company Retirement/Savings Plan is a benefit plan reported by Cfan Company under EIN 31-1338107 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $33,524,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cfan Company
- EIN
- 31-1338107
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, TX
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $33,524,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20240806145935NAL0002624673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,524,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,524,251
- Net assets (BOY)
- $29,388,820
Income & contributions
- Employer contributions
- $564,278
- Participant contributions
- $1,627,559
- Total contributions
- $2,208,965
- Total income / additions
- $7,821,208
Expenses & distributions
- Benefits paid
- $3,642,882
- Administrative expenses
- $35,903
- Total expenses
- $3,685,777
- Net increase / (decrease)
- $4,135,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $25,585 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,318 | $0 | 2023 |