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, Cain, Watters & Associates, LLC Retirement Plan & Trust is a benefit plan reported by Cain, Watters & Associates, LLC under EIN 32-0216084 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $37,839,371 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,839,371
- Total liabilities (EOY)
- $3,801
- Net assets (EOY)
- $37,835,570
- Net assets (BOY)
- $29,046,100
Income & contributions
- Employer contributions
- $1,220,386
- Participant contributions
- $2,840,853
- Total contributions
- $4,346,212
- Total income / additions
- $9,318,133
Expenses & distributions
- Benefits paid
- $476,060
- Administrative expenses
- $52,603
- Total expenses
- $528,663
- Net increase / (decrease)
- $8,789,470