2023 Form 5500 filing — Cwm Employee Benefit Trust
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 20250214140844NAL0024831009001) for Cwm Employee Benefit Trust, reported by C.W. Matthews Contracting Co., Inc. under EIN 58-0652729 and plan number 501. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214140844NAL0024831009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.W. Matthews Contracting Co., Inc.
- EIN
- 58-0652729
- Plan number
- 501
- Location
- Marietta, GA
- Participants
- 1,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,860,759
- Total liabilities (EOY)
- $1,101,697
- Net assets (EOY)
- $2,759,062
- Employer contributions
- $7,176,548
- Participant contributions
- $5,432,103
- Total income / additions
- $12,608,651
- Benefits paid
- $13,066,893
- Administrative expenses
- $553,666
- Total expenses
- $13,620,559
- Net increase / (decrease)
- -$1,011,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paragon Benefits, Inc. | THIRD PARTY ADMINISTRATOR | $201,434 | $0 |
| The Bottoms Group | INSURANCE BROKER | $182,732 | $0 |