Celia Corporation 401(K) Plan — Form 5500 plan (Celia Corporation)
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, Celia Corporation 401(K) Plan is a benefit plan reported by Celia Corporation under EIN 38-2543338 and plan number 003. The latest loaded filing year is 2023. The filing reports 525 participants and $29,739,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Celia Corporation
- EIN
- 38-2543338
- Plan number
- 003
- Plan type
- 3
- Location
- Sparta, MI
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $29,739,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20240712123320NAL0026833456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,739,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,739,642
- Net assets (BOY)
- $26,722,085
Income & contributions
- Employer contributions
- $839,336
- Participant contributions
- $1,940,442
- Total contributions
- $2,802,949
- Total income / additions
- $7,215,567
Expenses & distributions
- Benefits paid
- $4,176,811
- Administrative expenses
- $11,315
- Total expenses
- $4,198,010
- Net increase / (decrease)
- $3,017,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co. Inc. | BROKER/ADVISER | $0 | $50,350 | 2023 |
| Doeren Mayhew Grand Rapics Pllc | CONTRACT ADMINISTRATOR | $7,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |