2023 Form 5500 filing — Coldwater Veneer, Inc. 401(K) Plan Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240402163102NAL0021622194001) for Coldwater Veneer, Inc. 401(K) Plan Profit Sharing Plan, reported by Coldwater Veneer, Inc. under EIN 82-4262380 and plan number 001. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240402163102NAL0021622194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coldwater Veneer, Inc.
- EIN
- 82-4262380
- Plan number
- 001
- Location
- Coldwater, MI
- Participants
- 762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,881,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,881,922
- Employer contributions
- $68,724
- Participant contributions
- $308,996
- Total income / additions
- $1,313,460
- Benefits paid
- $848,291
- Administrative expenses
- $22,373
- Total expenses
- $875,051
- Net increase / (decrease)
- $438,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | CONTRACT ADMINISTRATOR | $13,288 | $0 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $9,082 | $2,394 |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $9,924 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 |