Cabinetworks Group 401(K) Plan — Form 5500 plan (Cabinetworks Group, 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, Cabinetworks Group 401(K) Plan is a benefit plan reported by Cabinetworks Group, Inc. under EIN 46-0786059 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,251 participants and $340,886,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cabinetworks Group, Inc.
EIN
46-0786059
Plan number
001
Plan type
2
Location
The Colony, TX
Latest filing year
2023
Participants
10,251
End-of-year plan assets
$340,886,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,251H, C20240913144644NAL0010058353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$340,886,074
Total liabilities (EOY)
$11
Net assets (EOY)
$340,886,063
Net assets (BOY)
$292,209,594

Income & contributions

Employer contributions
$10,952,815
Participant contributions
$22,462,834
Total contributions
$36,552,924
Total income / additions
$89,443,313

Expenses & distributions

Benefits paid
$36,494,701
Administrative expenses
$910,673
Total expenses
$37,461,884
Net increase / (decrease)
$51,981,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$633,683$02023
Creative PlanningCONSULTANT$150,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$109,931not reported in the loaded dataset2023
Anders Minkler Huber & Helm LlpACCOUNTANT/AUDITOR$17,500not reported in the loaded dataset2023

Related Form 5500 pages