The Cafaro Company Retirement Savings Trust And Plan — Form 5500 plan (The Cafaro Company)
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, The Cafaro Company Retirement Savings Trust And Plan is a benefit plan reported by The Cafaro Company under EIN 34-1107740 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $16,223,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cafaro Company
- EIN
- 34-1107740
- Plan number
- 001
- Plan type
- 2
- Location
- Niles, OH
- Latest filing year
- 2023
- Participants
- 601
- End-of-year plan assets
- $16,223,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 601 | H, C | 20241014134026NAL0013373379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,223,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,223,214
- Net assets (BOY)
- $12,990,070
Income & contributions
- Employer contributions
- $435,038
- Participant contributions
- $885,070
- Total contributions
- $1,449,178
- Total income / additions
- $3,499,432
Expenses & distributions
- Benefits paid
- $193,530
- Administrative expenses
- $72,758
- Total expenses
- $266,288
- Net increase / (decrease)
- $3,233,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,758 | $0 | 2023 |
| Huntington National Bank | INVESTMENT ADVISORY | $0 | $24,925 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $0 | $9,161 | 2023 |