2023 Form 5500 filing — Cedarwood Construction Company, Inc. Capital Accumulation 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 20241015065550NAL0048344752001) for Cedarwood Construction Company, Inc. Capital Accumulation Plan, reported by Cedarwood Construction, Inc. under EIN 34-1133294 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065550NAL0048344752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedarwood Construction, Inc.
- EIN
- 34-1133294
- Plan number
- 001
- Location
- Fairlawn, OH
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,881,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,881,007
- Employer contributions
- $135,370
- Participant contributions
- $641,932
- Total income / additions
- $2,727,801
- Benefits paid
- $3,431,422
- Administrative expenses
- $40,988
- Total expenses
- $3,472,410
- Net increase / (decrease)
- -$744,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates,Inc. | INVESTMENT ADVISORY | $20,078 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,760 | $0 |
| Trinity Pension Consultants, Inc. | TPA | $3,150 | $309 |