2023 Form 5500 filing — Cascade Engineering, Inc. 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 20250515155933NAL0029274640001) for Cascade Engineering, Inc. Retirement Plan, reported by Cascade Engineering, Inc. under EIN 38-2035180 and plan number 333. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515155933NAL0029274640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cascade Engineering, Inc.
- EIN
- 38-2035180
- Plan number
- 333
- Location
- Grand Rapids, MI
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,876,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,876,740
- Employer contributions
- $1,087,674
- Participant contributions
- $2,577,709
- Total income / additions
- $12,665,793
- Benefits paid
- $9,962,697
- Administrative expenses
- $163,505
- Total expenses
- $10,126,202
- Net increase / (decrease)
- $2,539,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,520 | $1,180 |
| Wells Fargo Clearing Services | INVESTMENT ADVISORY | $59,985 | $15 |
| Bdo | ACCOUNTANT | $0 | $8,980 |