2023 Form 5500 filing — Ctna 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722073421NAL0006162531001) for Ctna 401(K) Plan, reported by Ceramtec North America LLC under EIN 52-1708698 and plan number 003. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722073421NAL0006162531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ceramtec North America LLC
- EIN
- 52-1708698
- Plan number
- 003
- Location
- Laurens, SC
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,615,579
- Net assets (EOY)
- $28,615,579
- Employer contributions
- $2,214,582
- Participant contributions
- $1,441,742
- Total income / additions
- $8,042,634
- Benefits paid
- $2,548,564
- Administrative expenses
- $61,648
- Total expenses
- $2,610,212
- Net increase / (decrease)
- $5,432,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,023 | $0 |
| Belpointe Asset Management LLC | INVESTMENT ADVISORY | $0 | $23,261 |
| Nova 401k Associates | OTHER SERVICES | $625 | $8,916 |