2023 Form 5500 filing — Culver Franchising System, LLC 401(K) Retirement 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 20240828085134NAL0005654819001) for Culver Franchising System, LLC 401(K) Retirement Plan, reported by Culver Franchising System, LLC under EIN 39-1631539 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828085134NAL0005654819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Culver Franchising System, LLC
- EIN
- 39-1631539
- Plan number
- 001
- Location
- Prairie Du Sac, WI
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,490,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,490,703
- Employer contributions
- $889,061
- Participant contributions
- $2,159,081
- Total income / additions
- $8,466,303
- Benefits paid
- $3,729,446
- Administrative expenses
- $85,871
- Total expenses
- $3,815,317
- Net increase / (decrease)
- $4,650,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,427 | $0 |
| Windward Wealth Strategies Inc | INVESTMENT ADVISOR | $30,797 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,804 | not reported in the loaded dataset |