Cash-Wa Distributing Company 401(K) Profit Sharing Plan — Form 5500 plan (Cash-Wa Distributing Company Of Kearney, 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, Cash-Wa Distributing Company 401(K) Profit Sharing Plan is a benefit plan reported by Cash-Wa Distributing Company Of Kearney, Inc. under EIN 47-0499172 and plan number 002. The latest loaded filing year is 2023. The filing reports 904 participants and $41,859,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cash-Wa Distributing Company Of Kearney, Inc.
- EIN
- 47-0499172
- Plan number
- 002
- Plan type
- 2
- Location
- Kearney, NE
- Latest filing year
- 2023
- Participants
- 904
- End-of-year plan assets
- $41,859,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 904 | H, C | 20250912112736NAL0000754867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,859,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,859,521
- Net assets (BOY)
- $33,206,383
Income & contributions
- Employer contributions
- $1,203,981
- Participant contributions
- $2,344,650
- Total contributions
- $4,209,984
- Total income / additions
- $10,978,902
Expenses & distributions
- Benefits paid
- $2,162,846
- Administrative expenses
- $125,354
- Total expenses
- $2,325,764
- Net increase / (decrease)
- $8,653,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $64,935 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,427 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cash-Wa Distributing Company Of Kearney, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Kearney, NE
- Morgan Stanley Global — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation