Cdo Technologies 401k Retirement Plan — Form 5500 plan (Cdo Technologies)
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, Cdo Technologies 401k Retirement Plan is a benefit plan reported by Cdo Technologies under EIN 31-1297767 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $10,723,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cdo Technologies
- EIN
- 31-1297767
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $10,723,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241008154242NAL0017907681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,723,061
- Total liabilities (EOY)
- $32,528
- Net assets (EOY)
- $10,690,533
- Net assets (BOY)
- $9,505,862
Income & contributions
- Employer contributions
- $76,781
- Participant contributions
- $1,009,482
- Total contributions
- $1,086,749
- Total income / additions
- $2,566,500
Expenses & distributions
- Benefits paid
- $1,264,784
- Administrative expenses
- $84,517
- Total expenses
- $1,381,829
- Net increase / (decrease)
- $1,184,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group, Inc. | RECORDKEEPER/INV. COMPAN | $44,812 | not reported in the loaded dataset | 2023 |
| Everhart Advisors | INVESTMENT ADVISORS | $29,205 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | TPA | $0 | $4,914 | 2023 |
| Charles Schwab | CUSTODIAN | $0 | $4,441 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cdo Technologies
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Stancorp Financial Group, Inc. — Schedule C compensation
- Everhart Advisors — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation