2023 Form 5500 filing — Cascade Management, Inc 401(K) 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 20241010092459NAL0011331779001) for Cascade Management, Inc 401(K) Profit Sharing Plan, reported by Cascade Management Inc under EIN 93-1042095 and plan number 001. It reports 233 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)$2.9MReported net assets$2,853,343
Participants233
Provider compensation$4.6K1 Schedule C row(s)$4,557
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010092459NAL0011331779001
Plan sponsor
Cascade Management Inc
EIN
93-1042095
Plan number
001
Location
Portland, OR
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$834K
Total expenses$226K
Benefits paid / distributions$185.1K
Contributions
Employer$96.9K
Participant$367.4K
Full reported line items
Total assets (EOY)
$2,853,343
Total liabilities (EOY)
$0
Net assets (EOY)
$2,853,343
Employer contributions
$96,925
Participant contributions
$367,356
Total income / additions
$833,997
Benefits paid
$185,083
Administrative expenses
$29,863
Total expenses
$226,033
Net increase / (decrease)
$607,964
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $4.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010092459NAL0011331779001 cover?
It is the 2023 Form 5500 filing for Cascade Management, Inc 401(K) Profit Sharing Plan, reported by Cascade Management Inc (EIN 93-1042095).
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