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, Cavalier Distributing Retirement Plan is a benefit plan reported by Cavalier Distributing Company, Inc. under EIN 31-1356420 and plan number 002. The latest loaded filing year is 2023. The filing reports 673 participants and $9,327,492 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,327,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,327,492
- Net assets (BOY)
- $7,075,370
Income & contributions
- Employer contributions
- $632,755
- Participant contributions
- $871,122
- Total contributions
- $1,503,877
- Total income / additions
- $2,873,475
Expenses & distributions
- Benefits paid
- $887,275
- Administrative expenses
- $34,741
- Total expenses
- $961,474
- Net increase / (decrease)
- $1,912,001