2023 Form 5500 filing — Cavco Industries, Inc. 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 20240731134158NAL0036669984001) for Cavco Industries, Inc. 401(K) Plan, reported by Cavco Industries, Inc. under EIN 56-2405642 and plan number 001. It reports 7,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$139.5MReported net assets$139,545,484
Participants7.3K7,312
Provider compensation$560.9K4 Schedule C row(s)$560,870
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731134158NAL0036669984001
Plan sponsor
Cavco Industries, Inc.
EIN
56-2405642
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$139.5M total assets
Net assets$139.5MLiabilities$0
Money in vs. money out
Total income / additions$37.9M
Total expenses$14.1M
Benefits paid / distributions$13.4M
Contributions
Employer$3.1M
Participant$14.6M
Full reported line items
Total assets (EOY)
$139,545,484
Total liabilities (EOY)
$0
Net assets (EOY)
$139,545,484
Employer contributions
$3,094,470
Participant contributions
$14,625,417
Total income / additions
$37,853,464
Benefits paid
$13,435,757
Administrative expenses
$560,870
Total expenses
$14,132,522
Net increase / (decrease)
$23,720,942
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $404.5K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $119.6K
  3. 3
    INVESTMENT ADVISOR · Direct $36.8K
  4. 4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731134158NAL0036669984001 cover?
It is the 2023 Form 5500 filing for Cavco Industries, Inc. 401(K) Plan, reported by Cavco Industries, Inc. (EIN 56-2405642).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages