2023 Form 5500 filing — Cbt Nuggets 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 20241010183329NAL0035023728001) for Cbt Nuggets 401(K) Plan, reported by Cbt Nuggets, LLC under EIN 20-4728860 and plan number 001. It reports 160 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)$13.4MReported net assets$13,423,425
Participants160
Provider compensation$40.5K2 Schedule C row(s)$40,477
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010183329NAL0035023728001
Plan sponsor
Cbt Nuggets, LLC
EIN
20-4728860
Plan number
001
Location
Eugene, OR
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)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$784.6K
Benefits paid / distributions$744.1K
Contributions
Employer$432.9K
Participant$808.3K
Full reported line items
Total assets (EOY)
$13,423,425
Total liabilities (EOY)
$0
Net assets (EOY)
$13,423,425
Employer contributions
$432,861
Participant contributions
$808,293
Total income / additions
$3,315,347
Benefits paid
$744,141
Administrative expenses
$40,477
Total expenses
$784,618
Net increase / (decrease)
$2,530,729
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $40.5K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010183329NAL0035023728001 cover?
It is the 2023 Form 5500 filing for Cbt Nuggets 401(K) Plan, reported by Cbt Nuggets, LLC (EIN 20-4728860).
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