2023 Form 5500 filing — Retirement Plan For Drivers Of Commercial Distributing Company Inc
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 20240927075154NAL0001066691001) for Retirement Plan For Drivers Of Commercial Distributing Company Inc, reported by Commercial Distributing Company Inc under EIN 04-1198070 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927075154NAL0001066691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Distributing Company Inc
- EIN
- 04-1198070
- Plan number
- 001
- Location
- Westfield, MA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,215,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,215,360
- Employer contributions
- $300,000
- Total income / additions
- $1,231,828
- Benefits paid
- $337,953
- Administrative expenses
- $17,108
- Total expenses
- $355,061
- Net increase / (decrease)
- $876,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $0 | $24,301 |
| Aetna Life Insurance Company | NONE | $17,108 | not reported in the loaded dataset |