Cazenovia Equipment Co., Inc. 401(K) Plan — Form 5500 plan (Cazenovia Equipment Co., Inc.)
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, Cazenovia Equipment Co., Inc. 401(K) Plan is a benefit plan reported by Cazenovia Equipment Co., Inc. under EIN 15-0619704 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $4,526,784 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,526,784
Participants225Covered participants reported
Assets / participant$20.1KComputed: assets ÷ participants$20,119 (computed)
Provider compensation$23.6K2 Schedule C provider row(s)$23,642
- Plan sponsor
- Cazenovia Equipment Co., Inc.
- EIN
- 15-0619704
- Plan number
- 001
- Plan type
- 2
- Location
- Cazenovia, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250812150951NAL0004392403001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,526,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,526,784
- Net assets (BOY)
- $14,584,048
Income & contributions
- Employer contributions
- $220,413
- Participant contributions
- $388,151
- Total contributions
- $608,564
- Total income / additions
- $4,118,744
Expenses & distributions
- Benefits paid
- $14,152,366
- Administrative expenses
- $23,642
- Total expenses
- $14,176,008
- Net increase / (decrease)
- -$10,057,264
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets313%Computed ratio
Benefits paid ÷ total income344%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $21,411 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company Of Ny | RECORDKEEPER | $2,231 | $0 | 2023 |