Plan5500

The Stevens Family 401(K) Retirement Plan — Form 5500 plan (The Cold Heading 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, The Stevens Family 401(K) Retirement Plan is a benefit plan reported by The Cold Heading Company under EIN 38-1418830 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,737 participants and $72,656,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cold Heading Company
EIN
38-1418830
Plan number
001
Plan type
2
Location
Warren, MI
Latest filing year
2023
Participants
2,737
End-of-year plan assets
$72,656,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,737H, C20240709131326NAL0029073234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,656,208
Total liabilities (EOY)
$0
Net assets (EOY)
$72,656,208
Net assets (BOY)
$55,577,470

Income & contributions

Employer contributions
$1,575,971
Participant contributions
$8,356,551
Total contributions
$10,137,895
Total income / additions
$23,108,205

Expenses & distributions

Benefits paid
$5,850,914
Administrative expenses
$178,553
Total expenses
$6,029,467
Net increase / (decrease)
$17,078,738

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$178,847$02023
Schwartz And Co IncNONE$136,932not reported in the loaded dataset2023
Doeren Mayhew Cpas And AdvisorsNONE$17,500not reported in the loaded dataset2023

Related Form 5500 pages