Profit Sharing Plan Of Cades Schutte — Form 5500 plan (Cades Schutte A Limited Liability Law Partnership Llp)

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, Profit Sharing Plan Of Cades Schutte is a benefit plan reported by Cades Schutte A Limited Liability Law Partnership Llp under EIN 99-0055190 and plan number 003. The latest loaded filing year is 2023. The filing reports 239 participants and $108,240,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cades Schutte A Limited Liability Law Partnership Llp
EIN
99-0055190
Plan number
003
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
239
End-of-year plan assets
$108,240,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241003171533NAL0005077795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,240,897
Total liabilities (EOY)
$0
Net assets (EOY)
$108,240,897
Net assets (BOY)
$97,130,841

Income & contributions

Employer contributions
$1,722,012
Participant contributions
$1,637,507
Total contributions
$3,799,591
Total income / additions
$18,817,173

Expenses & distributions

Benefits paid
$7,623,551
Administrative expenses
$83,566
Total expenses
$7,707,117
Net increase / (decrease)
$11,110,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingACTUARIAL$18,711not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$16,035$02023
Alphapoint, Inc.INVESTMENT ADVISORY$10,000not reported in the loaded dataset2023
Kmh LlpAUDITOR$8,403not reported in the loaded dataset2023

Related Form 5500 pages