Akwel Cadillac Usa, Inc. Employees Retirement Plan — Form 5500 plan (Akwel Cadillac Usa, 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, Akwel Cadillac Usa, Inc. Employees Retirement Plan is a benefit plan reported by Akwel Cadillac Usa, Inc. under EIN 38-2700237 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $45,165,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Akwel Cadillac Usa, Inc.
EIN
38-2700237
Plan number
001
Plan type
2
Location
Cadillac, MI
Latest filing year
2023
Participants
507
End-of-year plan assets
$45,165,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023507H, C20241031144633NAL0002172433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,165,216
Total liabilities (EOY)
$0
Net assets (EOY)
$45,165,216
Net assets (BOY)
$39,860,942

Income & contributions

Employer contributions
$893,840
Participant contributions
$2,036,511
Total contributions
$3,569,897
Total income / additions
$9,151,352

Expenses & distributions

Benefits paid
$3,825,654
Administrative expenses
$20,518
Total expenses
$3,847,078
Net increase / (decrease)
$5,304,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Concurrent Investment Advisors LLCADVISOR$10,229not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,230$02023

Related Form 5500 pages