Cleaves-Bessmer-Marietti, Inc 401(K) Retirement Plan — Form 5500 plan (Cleaves-Bessmer-Marietti, 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, Cleaves-Bessmer-Marietti, Inc 401(K) Retirement Plan is a benefit plan reported by Cleaves-Bessmer-Marietti, Inc. under EIN 43-0814061 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $1,675,178 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,675,178
Participants37Covered participants reported
Assets / participant$45.3KComputed: assets ÷ participants$45,275 (computed)
Provider compensationNone reported
Plan sponsor
Cleaves-Bessmer-Marietti, Inc.
EIN
43-0814061
Plan number
001
Plan type
2
Location
Lees Summit, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I20240610154439NAL0012625059001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$443.3K
Total expenses$101.8K
Benefits paid / distributions$90K
Contributions
Employer$938
Participant$171.4K
Full reported line items

Net assets

Total assets (EOY)
$1,675,178
Net assets (EOY)
$1,675,178
Net assets (BOY)
$1,333,626

Income & contributions

Employer contributions
$938
Participant contributions
$171,435
Total income / additions
$443,341

Expenses & distributions

Benefits paid
$90,011
Administrative expenses
$9,251
Total expenses
$101,789
Net increase / (decrease)
$341,552
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 1%Participant 99%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages