Ccu Coal And Construction 401(K) & Profit Sharing Plan — Form 5500 plan (Ccu Coal And Construction 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, Ccu Coal And Construction 401(K) & Profit Sharing Plan is a benefit plan reported by Ccu Coal And Construction LLC under EIN 83-2954710 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $10,548,580 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.5MPlan net assets, end of year$10,548,580
Participants231Covered participants reported
Assets / participant$45.7KComputed: assets ÷ participants$45,665 (computed)
Provider compensation$25.1K1 Schedule C provider row(s)$25,088
Plan sponsor
Ccu Coal And Construction LLC
EIN
83-2954710
Plan number
001
Plan type
2
Location
Coshocton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241014111712NAL0053273026001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$228.7K
Participant$365.9K
Full reported line items

Net assets

Total assets (EOY)
$10,548,580
Total liabilities (EOY)
$0
Net assets (EOY)
$10,548,580
Net assets (BOY)
$10,026,104

Income & contributions

Employer contributions
$228,738
Participant contributions
$365,886
Total contributions
$596,561
Total income / additions
$1,847,707

Expenses & distributions

Benefits paid
$1,300,194
Administrative expenses
$25,037
Total expenses
$1,325,231
Net increase / (decrease)
$522,476
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$25,088$02023

Related Form 5500 pages