2023 Form 5500 filing — Cambridge-Lee Industries Union Retirement 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 20241004055744NAL0019740256001) for Cambridge-Lee Industries Union Retirement Plan, reported by Cambridge-Lee Industries LLC under EIN 90-0137657 and plan number 004. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.7MReported net assets$16,697,913
Participants285
Provider compensation$90.4K3 Schedule C row(s)$90,364
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004055744NAL0019740256001
Plan sponsor
Cambridge-Lee Industries LLC
EIN
90-0137657
Plan number
004
Location
Reading, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$469.2K
Participant$663.7K
Full reported line items
Total assets (EOY)
$16,697,913
Total liabilities (EOY)
$0
Net assets (EOY)
$16,697,913
Employer contributions
$469,217
Participant contributions
$663,720
Total income / additions
$3,138,143
Benefits paid
$1,352,448
Administrative expenses
$89,355
Total expenses
$1,441,803
Net increase / (decrease)
$1,696,340
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $57.2K · Indirect $90
  2. 2
    RECORD KEEPER · Direct $33K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004055744NAL0019740256001 cover?
It is the 2023 Form 5500 filing for Cambridge-Lee Industries Union Retirement Plan, reported by Cambridge-Lee Industries LLC (EIN 90-0137657).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages