Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Cherokee Distributing 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, Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Cherokee Distributing Company, Inc. under EIN 62-0921075 and plan number 002. The latest loaded filing year is 2023. The filing reports 446 participants and $31,326,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cherokee Distributing Company, Inc.
- EIN
- 62-0921075
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $31,326,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20240924105507NAL0004630611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,326,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,326,613
- Net assets (BOY)
- $26,239,815
Income & contributions
- Employer contributions
- $2,025,661
- Participant contributions
- $949,252
- Total contributions
- $3,024,787
- Total income / additions
- $6,021,559
Expenses & distributions
- Benefits paid
- $754,065
- Administrative expenses
- $180,696
- Total expenses
- $934,761
- Net increase / (decrease)
- $5,086,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Martin & Company, Lp | INVESTMENT ADVISOR | $90,858 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT BROKER | $57,393 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators | ADMINISTRATIVE | $16,945 | not reported in the loaded dataset | 2023 |
| Pugh & Company, Pc | ACCOUNTANT- AUDIT | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cherokee Distributing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Martin & Company, Lp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation
- Pugh & Company, Pc — Schedule C compensation