2023 Form 5500 filing — Cazenovia Equipment Co., Inc. 401(K) 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 20250812150951NAL0004392403001) for Cazenovia Equipment Co., Inc. 401(K) Plan, reported by Cazenovia Equipment Co., Inc. under EIN 15-0619704 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.5MReported net assets$4,526,784
Participants225
Provider compensation$23.6K2 Schedule C row(s)$23,642
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250812150951NAL0004392403001
- Plan sponsor
- Cazenovia Equipment Co., Inc.
- EIN
- 15-0619704
- Plan number
- 001
- Location
- Cazenovia, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,526,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,526,784
- Employer contributions
- $220,413
- Participant contributions
- $388,151
- Total income / additions
- $4,118,744
- Benefits paid
- $14,152,366
- Administrative expenses
- $23,642
- Total expenses
- $14,176,008
- Net increase / (decrease)
- -$10,057,264
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $21,411 | not reported in the loaded dataset |
| Sentry Life Insurance Company Of Ny | RECORDKEEPER | $2,231 | $0 |