C.A. Short Company 401(K) Plan — Form 5500 plan (C.A. Short Company, 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, C.A. Short Company 401(K) Plan is a benefit plan reported by C.A. Short Company, Inc. under EIN 56-0526145 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $9,690,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.A. Short Company, Inc.
- EIN
- 56-0526145
- Plan number
- 001
- Plan type
- 2
- Location
- Shelby, NC
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $9,690,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H | 20241008084223NAL0017301121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,690,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,690,464
- Net assets (BOY)
- $7,777,558
Income & contributions
- Employer contributions
- $77,793
- Participant contributions
- $434,437
- Total contributions
- $638,981
- Total income / additions
- $2,175,120
Expenses & distributions
- Benefits paid
- $261,636
- Administrative expenses
- $578
- Total expenses
- $262,214
- Net increase / (decrease)
- $1,912,906
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.