Cleaveland/Price, Inc. 401k Plan — Form 5500 plan (Cleaveland/Price, 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, Cleaveland/Price, Inc. 401k Plan is a benefit plan reported by Cleaveland/Price, Inc. under EIN 36-2765905 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $38,181,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleaveland/Price, Inc.
- EIN
- 36-2765905
- Plan number
- 002
- Plan type
- 2
- Location
- Trafford, PA
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $38,181,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20240520112420NAL0002536178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,181,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,181,551
- Net assets (BOY)
- $31,664,621
Income & contributions
- Employer contributions
- $1,829,857
- Participant contributions
- $1,618,382
- Total contributions
- $4,108,754
- Total income / additions
- $9,709,644
Expenses & distributions
- Benefits paid
- $3,100,084
- Administrative expenses
- $92,630
- Total expenses
- $3,192,714
- Net increase / (decrease)
- $6,516,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co. | INVESTMENT ADVISOR | $60,479 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECODKEEPER | $24,580 | $0 | 2023 |
| Pennsylvania Pension Planners, Inc. | CONTRACT ADMIN | $7,846 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleaveland/Price, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Trafford, PA
- Robert W. Baird & Co. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pennsylvania Pension Planners, Inc. — Schedule C compensation