2023 Form 5500 filing — Celia Corporation 401(K) 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 20240712123320NAL0026833456001) for Celia Corporation 401(K) Plan, reported by Celia Corporation under EIN 38-2543338 and plan number 003. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712123320NAL0026833456001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Celia Corporation
- EIN
- 38-2543338
- Plan number
- 003
- Location
- Sparta, MI
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,739,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,739,642
- Employer contributions
- $839,336
- Participant contributions
- $1,940,442
- Total income / additions
- $7,215,567
- Benefits paid
- $4,176,811
- Administrative expenses
- $11,315
- Total expenses
- $4,198,010
- Net increase / (decrease)
- $3,017,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co. Inc. | BROKER/ADVISER | $0 | $50,350 |
| Doeren Mayhew Grand Rapics Pllc | CONTRACT ADMINISTRATOR | $7,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |