2023 Form 5500 filing — Cedar Fair Retirement Savings 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 20241015105216NAL0014433443001) for Cedar Fair Retirement Savings Plan, reported by Cedar Fair, L.P. under EIN 34-1560655 and plan number 002. It reports 4,346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105216NAL0014433443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Fair, L.P.
- EIN
- 34-1560655
- Plan number
- 002
- Location
- Sandusky, OH
- Participants
- 4,346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,359,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $337,359,841
- Employer contributions
- $5,793,970
- Participant contributions
- $16,903,099
- Total income / additions
- $77,871,711
- Benefits paid
- $30,635,214
- Administrative expenses
- $71,573
- Total expenses
- $30,716,731
- Net increase / (decrease)
- $47,154,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $77,565 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,992 | $0 |