2023 Form 5500 filing — Cedar Valley Services, Inc. 401(K) 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 20240807084320NAL0006048368001) for Cedar Valley Services, Inc. 401(K) Profit Sharing Plan, reported by Cedar Valley Services, Inc. under EIN 41-0870082 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807084320NAL0006048368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Valley Services, Inc.
- EIN
- 41-0870082
- Plan number
- 001
- Location
- Austin, MN
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,757,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,757,250
- Employer contributions
- $231,993
- Participant contributions
- $367,804
- Total income / additions
- $1,891,183
- Benefits paid
- $2,117,198
- Administrative expenses
- $25,421
- Total expenses
- $2,142,695
- Net increase / (decrease)
- -$251,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cota Street Investment Management | INVESTMENT MGMT | $19,617 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $5,804 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |