2023 Form 5500 filing — The Cersosimo Companies 401(K) Savings & Investment 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 20240924102541NAL0022696800002) for The Cersosimo Companies 401(K) Savings & Investment Plan, reported by Cersosimo Lumber Co., Inc. under EIN 03-0177289 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924102541NAL0022696800002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cersosimo Lumber Co., Inc.
- EIN
- 03-0177289
- Plan number
- 001
- Location
- Brattleboro, VT
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,622,583
- Net assets (EOY)
- $18,622,583
- Employer contributions
- $147,396
- Participant contributions
- $551,989
- Total income / additions
- $3,225,118
- Benefits paid
- $1,789,629
- Administrative expenses
- $38,969
- Total expenses
- $1,832,423
- Net increase / (decrease)
- $1,392,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Richards Inc.Trg | INVESTMENT ADVISOR | $33,680 | $0 |
| Wells Thomas, LLC | CONTRACT ADMIN | $3,775 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,963 | $0 |