Cirrus Design Corporation 401(K) Plan — Form 5500 plan (Cirrus Design Corporation)

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, Cirrus Design Corporation 401(K) Plan is a benefit plan reported by Cirrus Design Corporation under EIN 39-1578274 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,637 participants and $133,082,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cirrus Design Corporation
EIN
39-1578274
Plan number
001
Plan type
2
Location
Duluth, MN
Latest filing year
2023
Participants
2,637
End-of-year plan assets
$133,082,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,637H, C20241219102145NAL0004810529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,082,484
Total liabilities (EOY)
$0
Net assets (EOY)
$133,082,484
Net assets (BOY)
$99,838,290

Income & contributions

Employer contributions
$6,828,533
Participant contributions
$11,881,169
Total contributions
$20,970,964
Total income / additions
$40,524,015

Expenses & distributions

Benefits paid
$7,173,945
Administrative expenses
$82,475
Total expenses
$7,279,821
Net increase / (decrease)
$33,244,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Insurance ServicesINVESTMENT ADVISOR$78,112not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT MGMT$70,317not reported in the loaded dataset2023
Qdro Consultants Company LLCOTHER$700not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORD KEEPER$0$02023
Gwfs Equities IncSHAREHOLDER SERVICING$0$02023

Related Form 5500 pages