Home Cwd, LLC Cwd, LLC Cwd, LLC — Form 5500 plan (Cwd, LLC) 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, Cwd, LLC is a benefit plan reported by Cwd, LLC under EIN 91-2015832 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $2,723,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Cwd, LLC
EIN 91-2015832
Plan number 001
Plan type 2
Location Carson, CA
Latest filing year 2023
Participants 180
End-of-year plan assets $2,723,134 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 180 H, C 20241004090454NAL0006531747001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $2,723,134
Total liabilities (EOY) $0
Net assets (EOY) $2,723,134
Net assets (BOY) $2,880,858 Income & contributions
Employer contributions $0
Participant contributions $0
Total contributions $0
Total income / additions $438,141 Expenses & distributions
Benefits paid $553,766
Administrative expenses $35,610
Total expenses $595,865
Net increase / (decrease) -$157,724 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Fidelity Investments Institutional RECORDKEEPER $19,310 $0 2023 Bober Markey Fedorovich ACCOUNTANT/AUDITOR $13,500 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources