Cpi Employee Retirement Plan — Form 5500 plan (Cast Products 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, Cpi Employee Retirement Plan is a benefit plan reported by Cast Products Inc under EIN 36-2641852 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $13,562,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cast Products Inc
- EIN
- 36-2641852
- Plan number
- 001
- Plan type
- 2
- Location
- Norridge, IL
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $13,562,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015103806NAL0016160595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,562,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,525
- Net assets (BOY)
- $11,669,518
Income & contributions
- Employer contributions
- $391,143
- Participant contributions
- $595,356
- Total contributions
- $988,957
- Total income / additions
- $2,745,217
Expenses & distributions
- Benefits paid
- $795,182
- Administrative expenses
- $57,028
- Total expenses
- $852,210
- Net increase / (decrease)
- $1,893,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,027 | $0 | 2023 |
| Ifp Advisors, Inc | INVESTMENT ADVISORY | $0 | $23,875 | 2023 |