2023 Form 5500 filing — Cadwell Industries, 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 20241014103326NAL0027038225001) for Cadwell Industries, Inc. 401(K) Profit Sharing Plan, reported by Cadwell Industries Inc. under EIN 91-1089859 and plan number 002. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103326NAL0027038225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cadwell Industries Inc.
- EIN
- 91-1089859
- Plan number
- 002
- Location
- Kennewick, WA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,465,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,465,610
- Employer contributions
- $483,474
- Participant contributions
- $2,284,597
- Total income / additions
- $8,975,542
- Benefits paid
- $5,957,642
- Administrative expenses
- -$11,879
- Total expenses
- $5,945,763
- Net increase / (decrease)
- $3,029,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$15,869 | $0 |