2023 Form 5500 filing — Cca Industries, 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 20240906084002NAL0001426512001) for Cca Industries, Inc. 401(K) Profit Sharing Plan, reported by Cca Industries, Inc. under EIN 54-1480927 and plan number 001. It reports 3,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906084002NAL0001426512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cca Industries, Inc.
- EIN
- 54-1480927
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 3,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,853,874
- Total liabilities (EOY)
- $307,295
- Net assets (EOY)
- $122,546,579
- Employer contributions
- $3,514,108
- Participant contributions
- $6,309,113
- Total income / additions
- $28,052,834
- Benefits paid
- $7,256,926
- Administrative expenses
- $243,953
- Total expenses
- $7,534,768
- Net increase / (decrease)
- $20,518,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,770 | $0 |
| Captrust | INVESTMENT ADVISOR | $73,158 | not reported in the loaded dataset |
| Keiter, Stephens, Gu | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,025 | not reported in the loaded dataset |