Plan5500

Cabinet Specialists 401(K) Plan — Form 5500 plan (Cabinet Specialists)

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, Cabinet Specialists 401(K) Plan is a benefit plan reported by Cabinet Specialists under EIN 83-1561812 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $3,103,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cabinet Specialists
EIN
83-1561812
Plan number
001
Plan type
2
Location
Taylor, TX
Latest filing year
2023
Participants
362
End-of-year plan assets
$3,103,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023362H, C20240507211734NAL0014779267001
2023273H, C20250128132255NAL0014542177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,466,496
Total liabilities (EOY)
$0
Net assets (EOY)
$3,466,496
Net assets (BOY)
$2,919,280

Income & contributions

Employer contributions
$0
Participant contributions
$237,586
Total contributions
$237,586
Total income / additions
$796,233

Expenses & distributions

Benefits paid
$235,809
Administrative expenses
$13,208
Total expenses
$249,017
Net increase / (decrease)
$547,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$11,288$02023
Sagepoint Financial IncFINANCIAL MANAGEMENT$0$6,6342023
Massachusetts Mutual Life InsuranceADMIN & DISTRIB FEE$3,738$122023
Mesirow Financial Investment ManageFINANCIAL MANAGEMENT$0$262023

Related Form 5500 pages