2023 Form 5500 filing — Profit Sharing Plan Of Cades Schutte

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 20241003171533NAL0005077795001) for Profit Sharing Plan Of Cades Schutte, reported by Cades Schutte A Limited Liability Law Partnership Llp under EIN 99-0055190 and plan number 003. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003171533NAL0005077795001
Filing year
2023
Form type
2
Plan sponsor
Cades Schutte A Limited Liability Law Partnership Llp
EIN
99-0055190
Plan number
003
Location
Honolulu, HI
Participants
239
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$108,240,897
Total liabilities (EOY)
$0
Net assets (EOY)
$108,240,897
Employer contributions
$1,722,012
Participant contributions
$1,637,507
Total income / additions
$18,817,173
Benefits paid
$7,623,551
Administrative expenses
$83,566
Total expenses
$7,707,117
Net increase / (decrease)
$11,110,056
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aon ConsultingACTUARIAL$18,711not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$16,035$0
Alphapoint, Inc.INVESTMENT ADVISORY$10,000not reported in the loaded dataset
Kmh LlpAUDITOR$8,403not reported in the loaded dataset

Related Form 5500 pages