2023 Form 5500 filing — Cc Industries And Affiliates Profit Sharing Plan For Salaried Employees
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 20240924123304NAL0012969201001) for Cc Industries And Affiliates Profit Sharing Plan For Salaried Employees, reported by Henry Crown And Company S LLC D/B/A Cc Industries, Inc. under EIN 36-2123962 and plan number 007. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924123304NAL0012969201001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Henry Crown And Company S LLC D/B/A Cc Industries, Inc.
- EIN
- 36-2123962
- Plan number
- 007
- Location
- Chicago, IL
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,725,891
- Total liabilities (EOY)
- $90,075
- Net assets (EOY)
- $232,635,816
- Employer contributions
- $4,956,953
- Total income / additions
- $40,605,119
- Benefits paid
- $6,191,409
- Administrative expenses
- $1,276,107
- Total expenses
- $7,467,516
- Net increase / (decrease)
- $33,137,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harris Associates Lp | INVESTMENT ADVISORY | $676,876 | $35,428 |
| Select Equity Group, Lp | INVESTMENT ADVISORY | $350,590 | not reported in the loaded dataset |
| Neuberger & Berman | INVESTMENT ADVISORY | $147,453 | not reported in the loaded dataset |
| Lyrical Asset Management | INVESTMENT ADVISORY | $101,189 | not reported in the loaded dataset |
| State Street | CUSTODIAN | $14,092 | not reported in the loaded dataset |