Plan5500

Cascade Engineering, Inc. Retirement Plan — Form 5500 plan (Cascade Engineering, 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, Cascade Engineering, Inc. Retirement Plan is a benefit plan reported by Cascade Engineering, Inc. under EIN 38-2035180 and plan number 333. The latest loaded filing year is 2023. The filing reports 795 participants and $61,876,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascade Engineering, Inc.
EIN
38-2035180
Plan number
333
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
795
End-of-year plan assets
$61,876,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023795H, C20250515155933NAL0029274640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,876,740
Total liabilities (EOY)
$0
Net assets (EOY)
$61,876,740
Net assets (BOY)
$59,337,149

Income & contributions

Employer contributions
$1,087,674
Participant contributions
$2,577,709
Total contributions
$4,222,449
Total income / additions
$12,665,793

Expenses & distributions

Benefits paid
$9,962,697
Administrative expenses
$163,505
Total expenses
$10,126,202
Net increase / (decrease)
$2,539,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$103,520$1,1802023
Wells Fargo Clearing ServicesINVESTMENT ADVISORY$59,985$152023
BdoACCOUNTANT$0$8,9802023

Related Form 5500 pages