Cedar Fair 401(K) Plan — 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 401(K) Plan is a benefit plan reported by Cedar Fair, L.P. under EIN 34-1560655 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,540 participants and $903,326 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$903.3KPlan net assets, end of year$903,326
Participants1.5KCovered participants reported1,540
Assets / participant$587Computed: assets ÷ participants$587 (computed)
Provider compensation$2731 Schedule C provider row(s)
Plan sponsor
Cedar Fair, L.P.
EIN
34-1560655
Plan number
005
Plan type
2
Location
Sandusky, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,540H, C20241015104729NAL0048904080001
Schedule H · 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)$903.3K total assets
Net assets$903.3KLiabilities$0
Money in vs. money out
Total income / additions$413.1K
Total expenses$204.9K
Benefits paid / distributions$204.1K
Contributions
Employer$0
Participant$272.4K
Full reported line items

Net assets

Total assets (EOY)
$903,326
Total liabilities (EOY)
$0
Net assets (EOY)
$903,326
Net assets (BOY)
$695,212

Income & contributions

Employer contributions
$0
Participant contributions
$272,440
Total contributions
$272,440
Total income / additions
$413,140

Expenses & distributions

Benefits paid
$204,124
Administrative expenses
$811
Total expenses
$204,935
Net increase / (decrease)
$208,205
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 0%Participant 100%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$273$02023

Related Form 5500 pages