Cedar Valley Corp. , LLC 401(K) Retirement Plan — Form 5500 plan (Cedar Valley Corp., LLC)

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 Valley Corp. , LLC 401(K) Retirement Plan is a benefit plan reported by Cedar Valley Corp., LLC under EIN 42-0987141 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $9,248,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cedar Valley Corp., LLC
EIN
42-0987141
Plan number
002
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
165
End-of-year plan assets
$9,248,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240830134117NAL0014573537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,248,517
Total liabilities (EOY)
$0
Net assets (EOY)
$9,248,517
Net assets (BOY)
$8,099,544

Income & contributions

Employer contributions
$224,734
Participant contributions
$363,090
Total contributions
$587,824
Total income / additions
$1,795,536

Expenses & distributions

Benefits paid
$610,000
Administrative expenses
$36,563
Total expenses
$646,563
Net increase / (decrease)
$1,148,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bankers Trust CompanyNONE$36,563$02023

Related Form 5500 pages