2023 Form 5500 filing — Cubbison Company Non-Union Employee 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 20241014101505NAL0025901137001) for Cubbison Company Non-Union Employee Retirement Plan, reported by Cubbison Company under EIN 34-1086293 and plan number 007. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,625,972
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014101505NAL0025901137001
Plan sponsor
Cubbison Company
EIN
34-1086293
Plan number
007
Location
Youngstown, OH
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$321.9K
Total expenses$79.7K
Benefits paid / distributions$79.6K
Contributions
Employer$31.7K
Participant$83.3K
Full reported line items
Total assets (EOY)
$1,625,972
Total liabilities (EOY)
$0
Net assets (EOY)
$1,625,972
Employer contributions
$31,694
Participant contributions
$83,253
Total income / additions
$321,890
Benefits paid
$79,593
Administrative expenses
$81
Total expenses
$79,674
Net increase / (decrease)
$242,216

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014101505NAL0025901137001 cover?
It is the 2023 Form 5500 filing for Cubbison Company Non-Union Employee Retirement Plan, reported by Cubbison Company (EIN 34-1086293).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages