2023 Form 5500 filing — Cedar Crest Specialties, Inc. Retirement Savings 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 20240613173955NAL0049733984001) for Cedar Crest Specialties, Inc. Retirement Savings Plan, reported by Cedar Crest Specialties, Inc. under EIN 39-1146515 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613173955NAL0049733984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Crest Specialties, Inc.
- EIN
- 39-1146515
- Plan number
- 001
- Location
- Cedarburg, WI
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,749,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,749,913
- Employer contributions
- $221,848
- Participant contributions
- $428,810
- Total income / additions
- $1,894,492
- Benefits paid
- $874,873
- Administrative expenses
- $38,853
- Total expenses
- $923,494
- Net increase / (decrease)
- $970,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $256 | not reported in the loaded dataset |