2023 Form 5500 filing — Cabinetworks Group 401(K) 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 20240913144644NAL0010058353001) for Cabinetworks Group 401(K) Plan, reported by Cabinetworks Group, Inc. under EIN 46-0786059 and plan number 001. It reports 10,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240913144644NAL0010058353001
Filing year
2023
Form type
2
Plan sponsor
Cabinetworks Group, Inc.
EIN
46-0786059
Plan number
001
Location
The Colony, TX
Participants
10,251
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$340,886,074
Total liabilities (EOY)
$11
Net assets (EOY)
$340,886,063
Employer contributions
$10,952,815
Participant contributions
$22,462,834
Total income / additions
$89,443,313
Benefits paid
$36,494,701
Administrative expenses
$910,673
Total expenses
$37,461,884
Net increase / (decrease)
$51,981,429
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$633,683$0
Creative PlanningCONSULTANT$150,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$109,931not reported in the loaded dataset
Anders Minkler Huber & Helm LlpACCOUNTANT/AUDITOR$17,500not reported in the loaded dataset

Related Form 5500 pages