Cascade Utilities, Inc. And Affiliated Companies Salary Savings Plan — Form 5500 plan (Cascade Utilities, 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 Utilities, Inc. And Affiliated Companies Salary Savings Plan is a benefit plan reported by Cascade Utilities, Inc. under EIN 93-0163010 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $32,850,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascade Utilities, Inc.
EIN
93-0163010
Plan number
002
Plan type
3
Location
Estacada, OR
Latest filing year
2023
Participants
638
End-of-year plan assets
$32,850,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023638H, C20241002135706NAL0008361857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,850,572
Total liabilities (EOY)
$140
Net assets (EOY)
$32,850,432
Net assets (BOY)
$27,741,739

Income & contributions

Employer contributions
$675,573
Participant contributions
$2,114,703
Total contributions
$3,001,567
Total income / additions
$7,802,291

Expenses & distributions

Benefits paid
$2,629,389
Administrative expenses
$49,702
Total expenses
$2,693,598
Net increase / (decrease)
$5,108,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nwps, IncNONE$38,601not reported in the loaded dataset2023
Charles Schwab BankNONE$11,101$02023

Related Form 5500 pages