Cherry Tree Retirement Plan — Form 5500 plan (Cherry Tree Corp.)
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, Cherry Tree Retirement Plan is a benefit plan reported by Cherry Tree Corp. under EIN 86-3418972 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $186,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cherry Tree Corp.
- EIN
- 86-3418972
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar City, UT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $186,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240727135945NAL0026638352001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $186,451
- Net assets (EOY)
- $186,451
- Net assets (BOY)
- $225,775
Income & contributions
- Total income / additions
- -$39,324
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$39,324
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.