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CEDAR VALLEY CHEESE STORE RETIREMENT PLAN 401k Plan overview

Plan NameCEDAR VALLEY CHEESE STORE RETIREMENT PLAN
Plan identification number 001

CEDAR VALLEY CHEESE STORE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CEDAR VALLEY CHEESE STORE has sponsored the creation of one or more 401k plans.

Company Name:CEDAR VALLEY CHEESE STORE
Employer identification number (EIN):202863599
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEDAR VALLEY CHEESE STORE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRISHA SCHEIBEL2024-03-20

Plan Statistics for CEDAR VALLEY CHEESE STORE RETIREMENT PLAN

401k plan membership statisitcs for CEDAR VALLEY CHEESE STORE RETIREMENT PLAN

Measure Date Value
2025: CEDAR VALLEY CHEESE STORE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1644
Total number of particpants at end of year2025-04-1655
Number of Participants With Account Balances2025-04-1645
2024: CEDAR VALLEY CHEESE STORE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-2039
Total number of particpants at end of year2024-03-2040
Number of Participants With Account Balances2024-03-2031

Financial Data on CEDAR VALLEY CHEESE STORE RETIREMENT PLAN

Measure Date Value
2025 : CEDAR VALLEY CHEESE STORE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-162579
Net assets as of the end of the plan year2025-04-16233886
Total assets as of the beginning of the plan year2025-04-1693656
Value of plan covered by a fidelity bond2025-04-1650000
Participant contributions to plan in this plan year2025-04-16100126
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-1618947
Plan net income in this plan year2025-04-16140230
Net assets as of the end of the plan year2025-04-16233886
Net assets as of the beginning of the plan year2025-04-1693656
Employer contributions to plan in this plan year2025-04-1623736
Fees paid to broker by Benefit Provider2025-04-16296
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-162100
2024 : CEDAR VALLEY CHEESE STORE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-200
Total liabilities as of the end of the plan year2024-03-200
Total liabilities as of the beginning of the plan year2024-03-200
Total expenses incurred by plan in this plan year2024-03-20301
Net assets as of the end of the plan year2024-03-2093656
Total assets as of the beginning of the plan year2024-03-200
Value of plan covered by a fidelity bond2024-03-2050000
Participant contributions to plan in this plan year2024-03-2076731
Other contributions to plan in this plan year2024-03-200
Other income to plan in this plan year2024-03-204878
Plan net income in this plan year2024-03-2093656
Net assets as of the end of the plan year2024-03-2093656
Net assets as of the beginning of the plan year2024-03-200
Employer contributions to plan in this plan year2024-03-2012348
Fees paid to broker by Benefit Provider2024-03-20189
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-20301

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