Culver Franchising System, LLC 401(K) Retirement Plan — Form 5500 plan (Culver Franchising System, LLC)
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, Culver Franchising System, LLC 401(K) Retirement Plan is a benefit plan reported by Culver Franchising System, LLC under EIN 39-1631539 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $34,490,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Culver Franchising System, LLC
- EIN
- 39-1631539
- Plan number
- 001
- Plan type
- 2
- Location
- Prairie Du Sac, WI
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $34,490,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240828085134NAL0005654819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,490,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,490,703
- Net assets (BOY)
- $29,839,717
Income & contributions
- Employer contributions
- $889,061
- Participant contributions
- $2,159,081
- Total contributions
- $3,513,408
- Total income / additions
- $8,466,303
Expenses & distributions
- Benefits paid
- $3,729,446
- Administrative expenses
- $85,871
- Total expenses
- $3,815,317
- Net increase / (decrease)
- $4,650,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,427 | $0 | 2023 |
| Windward Wealth Strategies Inc | INVESTMENT ADVISOR | $30,797 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,804 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Culver Franchising System, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Prairie Du Sac, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Windward Wealth Strategies Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation