2023 Form 5500 filing — Cbc Companies, Inc. Profit Sharing And 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 20241014100031NAL0025876753001) for Cbc Companies, Inc. Profit Sharing And Savings Plan, reported by Cbc Companies, Inc. under EIN 31-0727305 and plan number 001. It reports 1,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100031NAL0025876753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbc Companies, Inc.
- EIN
- 31-0727305
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 1,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,879,437
- Net assets (EOY)
- $163,879,437
- Employer contributions
- $4,900,000
- Participant contributions
- $5,744,009
- Total income / additions
- $35,873,679
- Benefits paid
- $11,701,322
- Administrative expenses
- $114,870
- Total expenses
- $11,816,192
- Net increase / (decrease)
- $24,057,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $79,728 | not reported in the loaded dataset |
| Highland Consulting Associates | NONE | $35,142 | not reported in the loaded dataset |