Cedar Crest Specialties, Inc. Retirement Savings Plan — Form 5500 plan (Cedar Crest Specialties, 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, Cedar Crest Specialties, Inc. Retirement Savings Plan is a benefit plan reported by Cedar Crest Specialties, Inc. under EIN 39-1146515 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,749,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cedar Crest Specialties, Inc.
EIN
39-1146515
Plan number
001
Plan type
2
Location
Cedarburg, WI
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,749,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240613173955NAL0049733984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,749,913
Total liabilities (EOY)
$0
Net assets (EOY)
$8,749,913
Net assets (BOY)
$7,778,915

Income & contributions

Employer contributions
$221,848
Participant contributions
$428,810
Total contributions
$683,267
Total income / additions
$1,894,492

Expenses & distributions

Benefits paid
$874,873
Administrative expenses
$38,853
Total expenses
$923,494
Net increase / (decrease)
$970,998

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$256not reported in the loaded dataset2023

Related Form 5500 pages