2023 Form 5500 filing — Cbc Group, Inc. Retirement Savings 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 20240918144255NAL0004726625001) for Cbc Group, Inc. Retirement Savings Plan, reported by Cbc Group, Inc. under EIN 86-0203309 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,742,393
Participants281
Provider compensation$48.7K3 Schedule C row(s)$48,709
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918144255NAL0004726625001
Plan sponsor
Cbc Group, Inc.
EIN
86-0203309
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$218.4K
Benefits paid / distributions$169.3K
Contributions
Employer$139.3K
Participant$624.6K
Full reported line items
Total assets (EOY)
$9,742,393
Total liabilities (EOY)
$0
Net assets (EOY)
$9,742,393
Employer contributions
$139,320
Participant contributions
$624,556
Total income / additions
$2,144,723
Benefits paid
$169,286
Administrative expenses
$48,709
Total expenses
$218,400
Net increase / (decrease)
$1,926,323
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $21.1K
  3. 3
    INVESTMENT MGMT · Direct $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918144255NAL0004726625001 cover?
It is the 2023 Form 5500 filing for Cbc Group, Inc. Retirement Savings Plan, reported by Cbc Group, Inc. (EIN 86-0203309).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages