Cah Holdings, Inc. Section 401(K) Profit Sharing Plan — Form 5500 plan (Cah Holdings, 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, Cah Holdings, Inc. Section 401(K) Profit Sharing Plan is a benefit plan reported by Cah Holdings, Inc. under EIN 63-1157402 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $41,901,530 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.9MPlan net assets, end of year$41,901,530
Participants451Covered participants reported
Assets / participant$92.9KComputed: assets ÷ participants$92,908 (computed)
Provider compensation$33.7K2 Schedule C provider row(s)$33,677
Plan sponsor
Cah Holdings, Inc.
EIN
63-1157402
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023451H, C20241011094148NAL0043213842001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$41.9M total assets
Net assets$41.9MLiabilities$0
Money in vs. money out
Total income / additions$14.3M
Total expenses$566.3K
Benefits paid / distributions$532.7K
Contributions
Employer$2.2M
Participant$5.8M
Full reported line items

Net assets

Total assets (EOY)
$41,901,530
Total liabilities (EOY)
$0
Net assets (EOY)
$41,901,530
Net assets (BOY)
$28,193,201

Income & contributions

Employer contributions
$2,159,046
Participant contributions
$5,825,541
Total contributions
$8,888,565
Total income / additions
$14,274,678

Expenses & distributions

Benefits paid
$532,672
Administrative expenses
$33,677
Total expenses
$566,349
Net increase / (decrease)
$13,708,329
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$23,995$02023
Newport Trust CompanyTRUSTEE$9,682$02023

Related Form 5500 pages