2023 Form 5500 filing — Cherokee Distributing Company, Inc. Employees' 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 20240924105507NAL0004630611001) for Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan, reported by Cherokee Distributing Company, Inc. under EIN 62-0921075 and plan number 002. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924105507NAL0004630611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Distributing Company, Inc.
- EIN
- 62-0921075
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,326,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,326,613
- Employer contributions
- $2,025,661
- Participant contributions
- $949,252
- Total income / additions
- $6,021,559
- Benefits paid
- $754,065
- Administrative expenses
- $180,696
- Total expenses
- $934,761
- Net increase / (decrease)
- $5,086,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martin & Company, Lp | INVESTMENT ADVISOR | $90,858 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT BROKER | $57,393 | not reported in the loaded dataset |
| Tennessee Pension Administrators | ADMINISTRATIVE | $16,945 | not reported in the loaded dataset |
| Pugh & Company, Pc | ACCOUNTANT- AUDIT | $15,500 | not reported in the loaded dataset |