Caviness & Cates Building And Development 401(K) — Form 5500 plan (Caviness & Cates Building And)
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, Caviness & Cates Building And Development 401(K) is a benefit plan reported by Caviness & Cates Building And under EIN 56-2119964 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $4,207,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caviness & Cates Building And
- EIN
- 56-2119964
- Plan number
- 001
- Plan type
- 2
- Location
- Fayetteville, NC
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $4,207,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240910131843NAL0010023952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,207,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,207,702
- Net assets (BOY)
- $2,858,276
Income & contributions
- Employer contributions
- $258,336
- Participant contributions
- $728,506
- Total contributions
- $986,842
- Total income / additions
- $1,512,690
Expenses & distributions
- Benefits paid
- $161,305
- Administrative expenses
- $1,959
- Total expenses
- $163,264
- Net increase / (decrease)
- $1,349,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,867 | $0 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $568 | 2023 |