2023 Form 5500 filing — Akwel Cadillac Usa, Inc. Employees 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 20241031144633NAL0002172433001) for Akwel Cadillac Usa, Inc. Employees Retirement Plan, reported by Akwel Cadillac Usa, Inc. under EIN 38-2700237 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031144633NAL0002172433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akwel Cadillac Usa, Inc.
- EIN
- 38-2700237
- Plan number
- 001
- Location
- Cadillac, MI
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,165,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,165,216
- Employer contributions
- $893,840
- Participant contributions
- $2,036,511
- Total income / additions
- $9,151,352
- Benefits paid
- $3,825,654
- Administrative expenses
- $20,518
- Total expenses
- $3,847,078
- Net increase / (decrease)
- $5,304,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concurrent Investment Advisors LLC | ADVISOR | $10,229 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,230 | $0 |