Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Cleaves-Bessmer-Marietti, Inc. under EIN 43-0814061 and plan number 004. The latest loaded filing year is 2023. The filing reports 36 participants and $7,864,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cleaves-Bessmer-Marietti, Inc.
EIN
43-0814061
Plan number
004
Plan type
2
Location
Lees Summit, MO
Latest filing year
2023
Participants
36
End-of-year plan assets
$7,864,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I20240610152011NAL0026803233001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,864,675
Net assets (EOY)
$7,864,675
Net assets (BOY)
$7,035,318

Income & contributions

Employer contributions
$1,131,198
Total income / additions
$1,426,363

Expenses & distributions

Benefits paid
$587,248
Administrative expenses
$9,758
Total expenses
$597,006
Net increase / (decrease)
$829,357

Service provider compensation (Schedule C)

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

Related Form 5500 pages