Cedar Valley Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cedar Valley Services, 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, Cedar Valley Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cedar Valley Services, Inc. under EIN 41-0870082 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $9,757,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cedar Valley Services, Inc.
- EIN
- 41-0870082
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, MN
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $9,757,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240807084320NAL0006048368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,757,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,757,250
- Net assets (BOY)
- $10,008,762
Income & contributions
- Employer contributions
- $231,993
- Participant contributions
- $367,804
- Total contributions
- $708,010
- Total income / additions
- $1,891,183
Expenses & distributions
- Benefits paid
- $2,117,198
- Administrative expenses
- $25,421
- Total expenses
- $2,142,695
- Net increase / (decrease)
- -$251,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cota Street Investment Management | INVESTMENT MGMT | $19,617 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $5,804 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cedar Valley Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Austin, MN
- Cota Street Investment Management — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation