Cdi Services, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Cdi 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, Cdi Services, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Cdi Services, Inc. under EIN 45-5240671 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $13,235,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cdi Services, Inc.
EIN
45-5240671
Plan number
001
Plan type
2
Location
Wahpeton, ND
Latest filing year
2023
Participants
291
End-of-year plan assets
$13,235,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20240726105346NAL0008892659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,235,088
Total liabilities (EOY)
$0
Net assets (EOY)
$13,235,088
Net assets (BOY)
$11,366,501

Income & contributions

Participant contributions
$922,595
Total contributions
$1,030,684
Total income / additions
$2,517,158

Expenses & distributions

Benefits paid
$579,463
Administrative expenses
$68,253
Total expenses
$648,571
Net increase / (decrease)
$1,868,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,279$02023
Janney Montgomery Scott LLCINVESTMENT ADVISORY$0$35,8262023

Related Form 5500 pages