Cargomatic, Inc. 401(K) Plan — Form 5500 plan (Cargomatic, 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, Cargomatic, Inc. 401(K) Plan is a benefit plan reported by Cargomatic, Inc. under EIN 46-2163054 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $6,379,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cargomatic, Inc.
EIN
46-2163054
Plan number
001
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
307
End-of-year plan assets
$6,379,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20250806155846NAL0008701810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,379,217
Total liabilities (EOY)
$0
Net assets (EOY)
$6,379,217
Net assets (BOY)
$3,246,900

Income & contributions

Employer contributions
$625,612
Participant contributions
$1,633,906
Total contributions
$2,819,543
Total income / additions
$3,634,141

Expenses & distributions

Benefits paid
$467,118
Administrative expenses
$6,450
Total expenses
$501,824
Net increase / (decrease)
$3,132,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cornerstone Wealth GroupSERVICE PROVIDER$0$13,5182023

Related Form 5500 pages