2023 Form 5500 filing — Consumers Supply Dist 401(K)
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 20240822163006NAL0005359649001) for Consumers Supply Dist 401(K), reported by Consumers Supply Dist LLC under EIN 45-3782648 and plan number 001. It reports 262 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)$24.9MReported net assets$24,917,990
Participants262
Provider compensation$75.6K3 Schedule C row(s)$75,602
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240822163006NAL0005359649001
- Plan sponsor
- Consumers Supply Dist LLC
- EIN
- 45-3782648
- Plan number
- 001
- Location
- North Sioux City, SD
- Received date
- not reported in the loaded dataset
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)$24.9M total assets
Net assets$24.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $24,917,990
- Net assets (EOY)
- $24,917,990
- Employer contributions
- $1,304,788
- Participant contributions
- $1,493,239
- Total income / additions
- $6,107,575
- Benefits paid
- $1,488,106
- Administrative expenses
- $75,602
- Total expenses
- $1,563,708
- Net increase / (decrease)
- $4,543,867
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $68,771 | not reported in the loaded dataset |
| Charles Schwab Trust Company | CUSTODIAN | $6,831 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |