Cascade Dafo, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cascade Dafo, 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, Cascade Dafo, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cascade Dafo, Inc under EIN 91-1827623 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $26,241,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascade Dafo, Inc
EIN
91-1827623
Plan number
001
Plan type
2
Location
Ferndale, WA
Latest filing year
2023
Participants
336
End-of-year plan assets
$26,241,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20241014133411NAL0053723602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,241,401
Total liabilities (EOY)
$0
Net assets (EOY)
$26,241,401
Net assets (BOY)
$21,462,236

Income & contributions

Employer contributions
$1,124,234
Participant contributions
$1,309,771
Total contributions
$2,463,023
Total income / additions
$6,180,713

Expenses & distributions

Benefits paid
$1,327,339
Administrative expenses
$74,209
Total expenses
$1,401,548
Net increase / (decrease)
$4,779,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncADVISOR$40,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,452$02023
Strategic Advisors, Inc.ADVISOR$9,757not reported in the loaded dataset2023

Related Form 5500 pages