2023 Form 5500 filing — Cambridge Air Solutions Employees 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 20240821164444NAL0004114449001) for Cambridge Air Solutions Employees 401(K) Profit Sharing Plan, reported by Cambridge Engineering, Inc. under EIN 43-0794560 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821164444NAL0004114449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cambridge Engineering, Inc.
- EIN
- 43-0794560
- Plan number
- 001
- Location
- Chesterfield, MO
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,559,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,559,392
- Employer contributions
- $317,297
- Participant contributions
- $1,068,424
- Total income / additions
- $4,324,167
- Benefits paid
- $299,557
- Administrative expenses
- $76,713
- Total expenses
- $376,270
- Net increase / (decrease)
- $3,947,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $39,516 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $37,197 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,457 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |