Cahec Management, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Cahec Management, 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, Cahec Management, Inc. 401(K) Retirement Plan & Trust is a benefit plan reported by Cahec Management, Inc. under EIN 84-3628117 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $6,852,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cahec Management, Inc.
- EIN
- 84-3628117
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $6,852,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20241004150600NAL0019841632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,852,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,852,377
- Net assets (BOY)
- $5,099,334
Income & contributions
- Employer contributions
- $446,358
- Participant contributions
- $703,952
- Total contributions
- $1,198,166
- Total income / additions
- $2,155,138
Expenses & distributions
- Benefits paid
- $371,093
- Administrative expenses
- $24,769
- Total expenses
- $402,095
- Net increase / (decrease)
- $1,753,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $24,783 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Pioneer | NONE | $0 | $0 | 2023 |
| Baird Funds | NONE | $0 | $0 | 2023 |
| Credit Suisse | NONE | $0 | $0 | 2023 |
| Reliance Trust Company | NONE | $0 | $0 | 2023 |
| Delaware | NONE | $0 | $0 | 2023 |
| Alger | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cahec Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Pioneer — Schedule C compensation
- Baird Funds — Schedule C compensation
- Credit Suisse — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- Delaware — Schedule C compensation
- Alger — Schedule C compensation
- Fidelity — Schedule C compensation