Cleveland Construction Retirement Savings Plan — Form 5500 plan (Cleveland Construction, 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, Cleveland Construction Retirement Savings Plan is a benefit plan reported by Cleveland Construction, Inc. under EIN 30-0044564 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $18,396,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleveland Construction, Inc.
- EIN
- 30-0044564
- Plan number
- 001
- Plan type
- 2
- Location
- Mentor, OH
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $18,396,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20241015160604NAL0016837603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,396,812
- Total liabilities (EOY)
- $104,127
- Net assets (EOY)
- $18,292,685
- Net assets (BOY)
- $14,565,516
Income & contributions
- Employer contributions
- $1,203,029
- Participant contributions
- $1,796,008
- Total contributions
- $2,999,037
- Total income / additions
- $5,193,523
Expenses & distributions
- Benefits paid
- $1,347,359
- Administrative expenses
- $118,995
- Total expenses
- $1,466,354
- Net increase / (decrease)
- $3,727,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $54,287 | $0 | 2023 |
| Erisa Services Midwest LLC | RECORDKEEPER | $40,067 | $0 | 2023 |
| Prime Capital Inv Advisors, LLC | INV ADVISORY PLAN | $25,658 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDIT | $8,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleveland Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mentor, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Erisa Services Midwest LLC — Schedule C compensation
- Prime Capital Inv Advisors, LLC — Schedule C compensation
- Marcum Llp — Schedule C compensation