2023 Form 5500 filing — Cedar Crest 403(B) 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 20241009140605NAL0010701411001) for Cedar Crest 403(B) Plan, reported by Cedar Crest Inc under EIN 39-1025444 and plan number 001. It reports 274 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)$4.6MReported net assets$4,608,379
Participants274
Provider compensation$33.2K1 Schedule C row(s)$33,247
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009140605NAL0010701411001
Plan sponsor
Cedar Crest Inc
EIN
39-1025444
Plan number
001
Location
Janesville, WI
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$562.6K
Benefits paid / distributions$529.3K
Contributions
Employer$160.8K
Participant$183.1K
Full reported line items
Total assets (EOY)
$4,608,379
Total liabilities (EOY)
$0
Net assets (EOY)
$4,608,379
Employer contributions
$160,773
Participant contributions
$183,097
Total income / additions
$1,110,171
Benefits paid
$529,336
Administrative expenses
$33,247
Total expenses
$562,583
Net increase / (decrease)
$547,588
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $33.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009140605NAL0010701411001 cover?
It is the 2023 Form 5500 filing for Cedar Crest 403(B) Plan, reported by Cedar Crest Inc (EIN 39-1025444).
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