Cedar Community Retirement Savings Plan — Form 5500 plan (Benevolent Corporation Cedar Community)
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 Community Retirement Savings Plan is a benefit plan reported by Benevolent Corporation Cedar Community under EIN 39-0928211 and plan number 003. The latest loaded filing year is 2023. The filing reports 484 participants and $20,602,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benevolent Corporation Cedar Community
- EIN
- 39-0928211
- Plan number
- 003
- Plan type
- 2
- Location
- West Bend, WI
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $20,602,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20250414143316NAL0000794963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,602,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,602,758
- Net assets (BOY)
- $19,296,252
Income & contributions
- Employer contributions
- $175,965
- Participant contributions
- $808,273
- Total contributions
- $1,113,620
- Total income / additions
- $3,873,738
Expenses & distributions
- Benefits paid
- $2,506,551
- Administrative expenses
- $60,681
- Total expenses
- $2,567,232
- Net increase / (decrease)
- $1,306,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Operose Advisors LLC | ADVISOR(PLAN) | $35,211 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $21,866 | not reported in the loaded dataset | 2023 |
| Egps, Inc | THIRD PARTY ADMIN | $3,604 | not reported in the loaded dataset | 2023 |