Cadwell Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cadwell Industries 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, Cadwell Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cadwell Industries Inc. under EIN 91-1089859 and plan number 002. The latest loaded filing year is 2023. The filing reports 409 participants and $37,465,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cadwell Industries Inc.
EIN
91-1089859
Plan number
002
Plan type
2
Location
Kennewick, WA
Latest filing year
2023
Participants
409
End-of-year plan assets
$37,465,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241014103326NAL0027038225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,465,610
Total liabilities (EOY)
$0
Net assets (EOY)
$37,465,610
Net assets (BOY)
$34,435,831

Income & contributions

Employer contributions
$483,474
Participant contributions
$2,284,597
Total contributions
$3,517,864
Total income / additions
$8,975,542

Expenses & distributions

Benefits paid
$5,957,642
Administrative expenses
-$11,879
Total expenses
$5,945,763
Net increase / (decrease)
$3,029,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$15,869$02023

Related Form 5500 pages