C & L Refrigeration Co. 401(K) Retirement Plan — Form 5500 plan (C & L Refrigeration Corporation)
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, C & L Refrigeration Co. 401(K) Retirement Plan is a benefit plan reported by C & L Refrigeration Corporation under EIN 95-3259945 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,875,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C & L Refrigeration Corporation
- EIN
- 95-3259945
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $11,875,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241007161648NAL0015490881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,875,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,875,935
- Net assets (BOY)
- $10,180,951
Income & contributions
- Employer contributions
- $125,627
- Participant contributions
- $912,991
- Total contributions
- $1,061,622
- Total income / additions
- $2,563,407
Expenses & distributions
- Benefits paid
- $830,996
- Administrative expenses
- $32,106
- Total expenses
- $868,423
- Net increase / (decrease)
- $1,694,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Virchow Krause, Llp | INVESTMENT ADVISOR | $27,156 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,950 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C & L Refrigeration Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fullerton, CA
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation