Plan5500

Cd & H Companies 401(K) Plan — Form 5500 plan (Cd & H, 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, Cd & H Companies 401(K) Plan is a benefit plan reported by Cd & H, Inc. under EIN 48-1224426 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $4,008,845 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cd & H, Inc.
EIN
48-1224426
Plan number
001
Plan type
2
Location
El Dorado, KS
Latest filing year
2023
Participants
156
End-of-year plan assets
$4,008,845

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241014154650NAL0046666160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,008,845
Total liabilities (EOY)
$0
Net assets (EOY)
$4,008,845
Net assets (BOY)
$3,139,863

Income & contributions

Employer contributions
$151,344
Participant contributions
$400,367
Total contributions
$662,621
Total income / additions
$1,109,510

Expenses & distributions

Benefits paid
$226,046
Administrative expenses
$14,482
Total expenses
$240,528
Net increase / (decrease)
$868,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$10,916not reported in the loaded dataset2023
Iht Wealth Management LLCINVESTMENT ADVISOR$8,657not reported in the loaded dataset2023
Economic Group Pension SvcsTPA$7,176not reported in the loaded dataset2023

Related Form 5500 pages