Frank W. Cawood & Associates, Inc. 401k Retirement Plan — Form 5500 plan (Frank W. Cawood & Associates, 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, Frank W. Cawood & Associates, Inc. 401k Retirement Plan is a benefit plan reported by Frank W. Cawood & Associates, Inc. under EIN 58-1496119 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $10,963,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank W. Cawood & Associates, Inc.
- EIN
- 58-1496119
- Plan number
- 001
- Plan type
- 2
- Location
- Peachtree City, GA
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $10,963,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20240701132907NAL0002861875001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,963,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,963,000
- Net assets (BOY)
- $10,411,104
Income & contributions
- Employer contributions
- $132
- Participant contributions
- $222,530
- Total income / additions
- $1,610,919
Expenses & distributions
- Benefits paid
- $1,058,192
- Administrative expenses
- $831
- Total expenses
- $1,059,023
- Net increase / (decrease)
- $551,896
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.