Cleaves-Bessmer-Marietti, Inc 401(K) Retirement Plan — Form 5500 plan (Cleaves-Bessmer-Marietti, 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, Cleaves-Bessmer-Marietti, Inc 401(K) Retirement Plan is a benefit plan reported by Cleaves-Bessmer-Marietti, Inc. under EIN 43-0814061 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $1,675,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleaves-Bessmer-Marietti, Inc.
- EIN
- 43-0814061
- Plan number
- 001
- Plan type
- 2
- Location
- Lees Summit, MO
- Latest filing year
- 2023
- Participants
- 37
- End-of-year plan assets
- $1,675,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37 | I | 20240610154439NAL0012625059001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,675,178
- Net assets (EOY)
- $1,675,178
- Net assets (BOY)
- $1,333,626
Income & contributions
- Employer contributions
- $938
- Participant contributions
- $171,435
- Total income / additions
- $443,341
Expenses & distributions
- Benefits paid
- $90,011
- Administrative expenses
- $9,251
- Total expenses
- $101,789
- Net increase / (decrease)
- $341,552
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.