Plan5500

Cassavant Machining, Inc. — 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, Cassavant Machining, Inc. (EIN 86-0905169) is a plan sponsor located in Phoenix, AZ with 2 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
86-0905169
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cassavant Machining, Inc.

  • 2 loaded plans hold $18.9M in reported assets.
  • The largest, Cmi Group 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,133 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,874,825
Total reported assets$18.9M$18,874,825
Total reported participants1.1K1,133
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets
Net assets$18.9MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cmi Group 401(K) Plan
Participants per plan567Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cmi Group 401(K) Plan$18.9M
    Plan #002 · 673 participants · 2023
  2. 2
    Cassavant Machining, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 460 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cassavant Machining, Inc.. Open one for its full reported snapshot.

  1. 2023
    Cassavant Machining, Inc. Welfare Benefit Plan460 participants · 2No schedules
    View filing →
  2. 2023
    Cmi Group 401(K) Plan673 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cassavant Machining, Inc. report on Form 5500?
Cassavant Machining, Inc. (EIN 86-0905169) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cassavant Machining, Inc.?
The Employer Identification Number (EIN) reported for Cassavant Machining, Inc. is 86-0905169.
What is the latest Form 5500 filing year for Cassavant Machining, Inc.?
The latest loaded Form 5500 filing year for Cassavant Machining, Inc. is 2023.

Related Form 5500 pages