How many benefit plans does Cavalier Distributing report on Form 5500?

Cavalier Distributing (EIN 31-1356420) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cavalier Distributing?

The Employer Identification Number (EIN) reported for Cavalier Distributing is 31-1356420.

What is the latest Form 5500 filing year for Cavalier Distributing?

The latest loaded Form 5500 filing year for Cavalier Distributing is 2023.

Cavalier Distributing — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cavalier Distributing (EIN 31-1356420) is a plan sponsor located in Blue Ash, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-1356420
Location: Blue Ash, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,327,492
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,327,492

Contributions & income

Employer contributions: $632,755
Participant contributions: $871,122
Total income / additions: $2,873,475

Expenses & distributions

Benefits paid / distributions: $887,275
Total expenses: $961,474
Net increase / (decrease): $1,912,001

Coverage

Total reported participants: 881
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cavalier Distributing plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cavalier Distributing Retirement Plan	002	673	$9,327,492	2023
Cavalier Distributing Welfare Benefit Plan	501	208	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cavalier Distributing
Year	Plan	Participants	Schedules	Filing
2023	Cavalier Distributing Welfare Benefit Plan	208	—	20240327141514NAL0003821602001
2023	Cavalier Distributing Retirement Plan	673	H, C	20241011151453NAL0012678739001