The Cypress Companies, Inc. Retirement And Profit Sharing Plan — Form 5500 plan (The Cypress Companies, 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, The Cypress Companies, Inc. Retirement And Profit Sharing Plan is a benefit plan reported by The Cypress Companies, Inc. under EIN 88-0342214 and plan number 001. The latest loaded filing year is 2023. The filing reports 770 participants and $46,372,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cypress Companies, Inc.
EIN
88-0342214
Plan number
001
Plan type
3
Location
Akron, OH
Latest filing year
2023
Participants
770
End-of-year plan assets
$46,372,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023770H, C20241015082143NAL0029004033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,372,500
Total liabilities (EOY)
$79
Net assets (EOY)
$46,372,421
Net assets (BOY)
$41,379,270

Income & contributions

Employer contributions
$1,223,372
Participant contributions
$2,408,727
Total contributions
$3,732,132
Total income / additions
$10,823,481

Expenses & distributions

Benefits paid
$5,697,772
Administrative expenses
$121,914
Total expenses
$5,830,330
Net increase / (decrease)
$4,993,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifp Advisors LLCADVISOR$70,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$51,914$02023

Related Form 5500 pages