2023 Form 5500 filing — Caviness & Cates Building And Development 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 20240910131843NAL0010023952001) for Caviness & Cates Building And Development 401(K), reported by Caviness & Cates Building And under EIN 56-2119964 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910131843NAL0010023952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caviness & Cates Building And
- EIN
- 56-2119964
- Plan number
- 001
- Location
- Fayetteville, NC
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,207,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,207,702
- Employer contributions
- $258,336
- Participant contributions
- $728,506
- Total income / additions
- $1,512,690
- Benefits paid
- $161,305
- Administrative expenses
- $1,959
- Total expenses
- $163,264
- Net increase / (decrease)
- $1,349,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,867 | $0 |
| Morningstar | INVESTMENT ADVISORY | $0 | $568 |