Cedar Fair, L.P. Profit Sharing Retirement Plan For Union Affiliated Employees Of Worlds Of Fun — Form 5500 plan (Cedar Fair, L.P.)

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, Cedar Fair, L.P. Profit Sharing Retirement Plan For Union Affiliated Employees Of Worlds Of Fun is a benefit plan reported by Cedar Fair, L.P. under EIN 34-1560655 and plan number 003. The latest loaded filing year is 2023. The filing reports 72 participants and $3,707,479 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,707,479
Participants72Covered participants reported
Assets / participant$51.5KComputed: assets ÷ participants$51,493 (computed)
Provider compensationNone reported
Plan sponsor
Cedar Fair, L.P.
EIN
34-1560655
Plan number
003
Plan type
2
Location
Sandusky, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I20241015064134NAL0055011634001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$146.2K
Participant$246.7K
Full reported line items

Net assets

Total assets (EOY)
$3,707,479
Total liabilities (EOY)
$0
Net assets (EOY)
$3,707,479
Net assets (BOY)
$3,773,655

Income & contributions

Employer contributions
$146,220
Participant contributions
$246,730
Total income / additions
$1,022,055

Expenses & distributions

Benefits paid
$1,078,619
Administrative expenses
$516
Total expenses
$1,088,231
Net increase / (decrease)
-$66,176
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income106%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages