Plan5500

Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Caledonia Farmers Elevator 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, Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Caledonia Farmers Elevator Company under EIN 38-0394240 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $10,283,521 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,283,521
Participants151Covered participants reported
Assets / participant$68.1KComputed: assets ÷ participants$68,103 (computed)
Provider compensation$72.1K3 Schedule C provider row(s)$72,117
Plan sponsor
Caledonia Farmers Elevator Company
EIN
38-0394240
Plan number
002
Plan type
2
Location
Caledonia, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    151 participants · 2Sch HSch C
    View filing →
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$482.3K
Participant$552.5K
Full reported line items

Net assets

Total assets (EOY)
$10,283,521
Total liabilities (EOY)
$0
Net assets (EOY)
$10,283,521
Net assets (BOY)
$10,952,877

Income & contributions

Employer contributions
$482,334
Participant contributions
$552,456
Total contributions
$1,071,424
Total income / additions
$2,797,350

Expenses & distributions

Benefits paid
$3,421,232
Administrative expenses
$45,474
Total expenses
$3,466,706
Net increase / (decrease)
-$669,356
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 47%Participant 53%
Total expenses ÷ net assets34%Computed ratio
Benefits paid ÷ total income122%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Co Of Ame$41.5K
    RECORDKEEPER · Direct $41.5K · Indirect $0
  2. 2
    Lpl Financial LLC$27.5K
    BROKER/ ADVISOR · Direct $54 · Indirect $27.4K
  3. 3
    Empower Advisory Group, LLC$3.2K
    INVESTMENT MGMT · Direct $3.2K

What to inspect next

Frequently asked questions

Who sponsors the Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust?
Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust is reported as sponsored by Caledonia Farmers Elevator Company (EIN 38-0394240, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust?
The latest Form 5500 filing year loaded for Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust is 2023.
How many participants does Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust report?
Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust reports 151 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust?
Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust reports $10,283,521 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages