2023 Form 5500 filing — Cbh Homes 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 20241001155325NAL0003432547001) for Cbh Homes 401(K) Plan, reported by Corey Barton Homes, Inc. under EIN 82-0485163 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001155325NAL0003432547001
Filing year
2023
Form type
2
Plan sponsor
Corey Barton Homes, Inc.
EIN
82-0485163
Plan number
001
Location
Meridian, ID
Participants
195
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,118,363
Total liabilities (EOY)
$2,028
Net assets (EOY)
$8,116,335
Employer contributions
$421,168
Participant contributions
$725,253
Total income / additions
$2,428,219
Benefits paid
$546,511
Administrative expenses
$3,450
Total expenses
$549,961
Net increase / (decrease)
$1,878,258
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pinnacle Pension ServicesTHIRD PARTY ADMIN$2,550$3,470

Related Form 5500 pages