2023 Form 5500 filing — The Cason Group 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 20250501085835NAL0006438162001) for The Cason Group Retirement Plan, reported by The Cason Group, Inc under EIN 57-0932430 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501085835NAL0006438162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cason Group, Inc
- EIN
- 57-0932430
- Plan number
- 001
- Location
- Columbia, SC
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,968,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,968,549
- Employer contributions
- $426,897
- Participant contributions
- $782,370
- Total income / additions
- $2,742,012
- Benefits paid
- $1,399,545
- Administrative expenses
- $45,487
- Total expenses
- $1,445,032
- Net increase / (decrease)
- $1,296,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,315 | $0 |
| Colonial Asset Management | INVESTMENT ADVISOR | $21,878 | not reported in the loaded dataset |
| Stringer Resource Group | CONTRACT ADMIN | $150 | $0 |