Cedarwood Construction Company, Inc. Capital Accumulation Plan — Form 5500 plan (Cedarwood 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, Cedarwood Construction Company, Inc. Capital Accumulation Plan is a benefit plan reported by Cedarwood Construction, Inc. under EIN 34-1133294 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $10,881,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cedarwood Construction, Inc.
- EIN
- 34-1133294
- Plan number
- 001
- Plan type
- 2
- Location
- Fairlawn, OH
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,881,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015065550NAL0048344752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,881,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,881,007
- Net assets (BOY)
- $11,625,616
Income & contributions
- Employer contributions
- $135,370
- Participant contributions
- $641,932
- Total contributions
- $777,302
- Total income / additions
- $2,727,801
Expenses & distributions
- Benefits paid
- $3,431,422
- Administrative expenses
- $40,988
- Total expenses
- $3,472,410
- Net increase / (decrease)
- -$744,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James And Associates,Inc. | INVESTMENT ADVISORY | $20,078 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,760 | $0 | 2023 |
| Trinity Pension Consultants, Inc. | TPA | $3,150 | $309 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cedarwood Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fairlawn, OH
- Raymond James And Associates,Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Trinity Pension Consultants, Inc. — Schedule C compensation