Caddell Construction Retirement Plan — Form 5500 plan (Caddell Construction Co. (De), 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, Caddell Construction Retirement Plan is a benefit plan reported by Caddell Construction Co. (De), LLC under EIN 45-4363916 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $54,310,191 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caddell Construction Co. (De), LLC
EIN
45-4363916
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
507
End-of-year plan assets
$54,310,191

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023507H, C20241007132318NAL0007609763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,310,191
Total liabilities (EOY)
$0
Net assets (EOY)
$54,310,191
Net assets (BOY)
$48,764,652

Income & contributions

Employer contributions
$1,672,527
Participant contributions
$3,184,774
Total contributions
$7,599,657
Total income / additions
$15,051,404

Expenses & distributions

Benefits paid
$9,503,107
Administrative expenses
$2,758
Total expenses
$9,505,865
Net increase / (decrease)
$5,545,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$2,758$02023

Related Form 5500 pages