Coldwater Veneer, Inc. 401(K) Plan Profit Sharing Plan — Form 5500 plan (Coldwater Veneer, 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, Coldwater Veneer, Inc. 401(K) Plan Profit Sharing Plan is a benefit plan reported by Coldwater Veneer, Inc. under EIN 82-4262380 and plan number 001. The latest loaded filing year is 2023. The filing reports 762 participants and $7,881,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coldwater Veneer, Inc.
- EIN
- 82-4262380
- Plan number
- 001
- Plan type
- 2
- Location
- Coldwater, MI
- Latest filing year
- 2023
- Participants
- 762
- End-of-year plan assets
- $7,881,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 762 | H, C | 20240402163102NAL0021622194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,881,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,881,922
- Net assets (BOY)
- $7,443,513
Income & contributions
- Employer contributions
- $68,724
- Participant contributions
- $308,996
- Total contributions
- $574,570
- Total income / additions
- $1,313,460
Expenses & distributions
- Benefits paid
- $848,291
- Administrative expenses
- $22,373
- Total expenses
- $875,051
- Net increase / (decrease)
- $438,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | CONTRACT ADMINISTRATOR | $13,288 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $9,082 | $2,394 | 2023 |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $9,924 | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coldwater Veneer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Coldwater, MI
- Principal Financial Group — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Side By Side Financials, Inc. — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation