Cbc Latrobe Acquisition, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cbc Latrobe Acquisition, LLC (EIN 20-5591123) is a plan sponsor located in Lacrosse, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5591123
Location
Lacrosse, WI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,826,748
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,826,748

Contributions & income

Employer contributions
$1,279,769
Participant contributions
$1,776,588
Total income / additions
$5,567,733

Expenses & distributions

Benefits paid / distributions
$1,882,889
Total expenses
$1,883,699
Net increase / (decrease)
$3,684,034

Coverage

Total reported participants
755
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cbc Latrobe Acquisition, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cbc U 401(K) Plan001755$16,826,7482023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cbc Latrobe Acquisition, LLC
YearPlanParticipantsSchedulesFiling
2023Cbc U 401(K) Plan755H, C20241014153731NAL0013550291001

Related Form 5500 pages