Cleaver-Brooks Inc. Retirement And Savings Plan — Form 5500 plan (The Cleaver-Brooks Company, 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, Cleaver-Brooks Inc. Retirement And Savings Plan is a benefit plan reported by The Cleaver-Brooks Company, Inc. under EIN 87-2266456 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $102,952,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cleaver-Brooks Company, Inc.
- EIN
- 87-2266456
- Plan number
- 001
- Plan type
- 2
- Location
- Thomasville, GA
- Latest filing year
- 2023
- Participants
- 1,088
- End-of-year plan assets
- $102,952,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,088 | H, C | 20241010104422NAL0019933473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,952,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,952,125
- Net assets (BOY)
- $90,087,491
Income & contributions
- Employer contributions
- $2,456,603
- Participant contributions
- $6,330,919
- Total contributions
- $9,348,829
- Total income / additions
- $26,250,018
Expenses & distributions
- Benefits paid
- $13,371,427
- Administrative expenses
- $13,957
- Total expenses
- $13,385,384
- Net increase / (decrease)
- $12,864,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $22,402 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,445 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cleaver-Brooks Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Thomasville, GA
- Strategic Advisors, Inc. — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation