2023 Form 5500 filing — Cascade Designs, Inc. 401(K) Savings & Investment 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 20241011105222NAL0038487232001) for Cascade Designs, Inc. 401(K) Savings & Investment Plan, reported by Cascade Designs, Inc. under EIN 91-0969695 and plan number 001. It reports 547 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)$32.9MReported net assets$32,896,375
Participants547
Provider compensation$76.8K2 Schedule C row(s)$76,771
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011105222NAL0038487232001
Plan sponsor
Cascade Designs, Inc.
EIN
91-0969695
Plan number
001
Location
Seattle, WA
Received date
not reported in the loaded dataset
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)$32.9M total assets
Net assets$32.9MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$6.8M
Benefits paid / distributions$6.7M
Contributions
Employer$477.5K
Participant$1.6M
Full reported line items
Total assets (EOY)
$32,896,375
Total liabilities (EOY)
$0
Net assets (EOY)
$32,896,375
Employer contributions
$477,515
Participant contributions
$1,600,729
Total income / additions
$7,339,644
Benefits paid
$6,709,921
Administrative expenses
$80,771
Total expenses
$6,804,530
Net increase / (decrease)
$535,114

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,276$0
Gallagher Fiduciary AdviINVESTMENT ADVISORY$22,495not reported in the loaded dataset

Related Form 5500 pages