Cdf Corporation 401(K) Retirement Plan — Form 5500 plan (Cdf Corporation)
Plain-English plan 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, Cdf Corporation 401(K) Retirement Plan is a benefit plan reported by Cdf Corporation under EIN 04-2534080 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $13,104,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cdf Corporation
- EIN
- 04-2534080
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth, MA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $13,104,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241015083830NAL0015997555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,104,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,104,973
- Net assets (BOY)
- $11,883,423
Income & contributions
- Employer contributions
- $274,217
- Participant contributions
- $666,867
- Total contributions
- $964,481
- Total income / additions
- $2,505,075
Expenses & distributions
- Benefits paid
- $1,234,532
- Administrative expenses
- $34,990
- Total expenses
- $1,283,525
- Net increase / (decrease)
- $1,221,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $30,202 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,787 | $0 | 2023 |