Cheeseman LLC 401(K) Plan — Form 5500 plan (Cheeseman LLC)
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, Cheeseman LLC 401(K) Plan is a benefit plan reported by Cheeseman LLC under EIN 26-1465565 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $14,238,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cheeseman LLC
- EIN
- 26-1465565
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Recovery, OH
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $14,238,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241010065317NAL0020603217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,238,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,238,565
- Net assets (BOY)
- $12,227,156
Income & contributions
- Employer contributions
- $414,728
- Participant contributions
- $1,347,623
- Total contributions
- $1,829,163
- Total income / additions
- $3,728,095
Expenses & distributions
- Benefits paid
- $1,706,503
- Administrative expenses
- $10,183
- Total expenses
- $1,716,686
- Net increase / (decrease)
- $2,011,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,423 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,760 | $0 | 2023 |