Cadence Sl Windham Fresno LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cadence Sl Windham Fresno 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, Cadence Sl Windham Fresno LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cadence Sl Windham Fresno LLC under EIN 83-1684613 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,688 participants and $5,090,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cadence Sl Windham Fresno LLC
- EIN
- 83-1684613
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, CA
- Latest filing year
- 2023
- Participants
- 1,688
- End-of-year plan assets
- $5,090,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,688 | H, C | 20241015141201NAL0016586611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,090,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,090,567
- Net assets (BOY)
- $2,623,655
Income & contributions
- Employer contributions
- $512,278
- Participant contributions
- $1,895,577
- Total contributions
- $2,590,504
- Total income / additions
- $3,214,578
Expenses & distributions
- Benefits paid
- $680,480
- Administrative expenses
- $67,186
- Total expenses
- $747,666
- Net increase / (decrease)
- $2,466,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $54,880 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,435 | not reported in the loaded dataset | 2023 |
| Stonehenge Retirement Planners LLC | ADVISOR | $8,268 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cadence Sl Windham Fresno LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Roseville, CA
- Paychex, Inc. — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Stonehenge Retirement Planners LLC — Schedule C compensation