How big is Cates Machine Shop Inc.'s plan?

Cates Machine Shop Inc.'s plan reported $581K in assets and 8 participants for 2023.

Original filing (PDF)20240806125826NAL0002488785001

Cates Machine Shop Inc.

Name: Cates Machine Shop Inc. — Cates Machine Shop Inc., Form 5500 (2023)
Creator: Cates Machine Shop Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cates Machine Shop Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Cates Machine Shop Inc.'s Cates Machine Shop Inc. Safe Harbor 401(k) Plan held $581K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

Plan identifiers

Cates Machine Shop Inc.'s EIN is 75-1913943.

EIN 75-1913943

Plan number 002

Plan year 2023

ACK ID 20240806125826NAL0002488785001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cates Machine Shop Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cates Machine Shop Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATES MACHINE SHOP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score