C.R. Meyer And Sons Company Employees Profit Sharing And Retirement Savings Plan — Form 5500 plan (C.R. Meyer And Sons 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, C.R. Meyer And Sons Company Employees Profit Sharing And Retirement Savings Plan is a benefit plan reported by C.R. Meyer And Sons Company under EIN 39-0467980 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $52,849,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.R. Meyer And Sons Company
- EIN
- 39-0467980
- Plan number
- 001
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $52,849,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241014130928NAL0044590144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,849,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,849,665
- Net assets (BOY)
- $46,261,025
Income & contributions
- Employer contributions
- $427,665
- Participant contributions
- $1,481,924
- Total contributions
- $2,706,341
- Total income / additions
- $10,769,753
Expenses & distributions
- Benefits paid
- $4,132,895
- Administrative expenses
- $48,218
- Total expenses
- $4,181,113
- Net increase / (decrease)
- $6,588,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $40,721 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory | NONE | $7,497 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.R. Meyer And Sons Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Oneamerica Investment Advisory — Schedule C compensation
- Matrix Trust Company — Schedule C compensation