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, Cauldwell Wingate Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cauldwell Wingate Company, LLC under EIN 13-4196323 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $22,022,336 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,022,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,022,336
- Net assets (BOY)
- $18,575,081
Income & contributions
- Employer contributions
- $701,616
- Participant contributions
- $1,493,981
- Total contributions
- $2,195,597
- Total income / additions
- $5,101,171
Expenses & distributions
- Benefits paid
- $1,645,774
- Administrative expenses
- $8,142
- Total expenses
- $1,653,916
- Net increase / (decrease)
- $3,447,255