Cde Services 401k Profit Sharing Plan — Form 5500 plan (Cde Services, LLC)

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, Cde Services 401k Profit Sharing Plan is a benefit plan reported by Cde Services, LLC under EIN 58-1878009 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $6,569,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cde Services, LLC
EIN
58-1878009
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
168
End-of-year plan assets
$6,569,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241003083522NAL0009637569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,569,372
Total liabilities (EOY)
$0
Net assets (EOY)
$6,569,372
Net assets (BOY)
$5,799,131

Income & contributions

Employer contributions
$326,280
Participant contributions
$586,392
Total contributions
$912,672
Total income / additions
$1,774,704

Expenses & distributions

Benefits paid
$948,859
Administrative expenses
$52,802
Total expenses
$1,004,463
Net increase / (decrease)
$770,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aprio Wealth Management, LLCRIA$21,256not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$2,834$02023

Related Form 5500 pages