2023 Form 5500 filing — Cp Group 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 20241014151537NAL0027680657001) for Cp Group 401(K) Plan, reported by Cpg Property Services LLC under EIN 92-1202146 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151537NAL0027680657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cpg Property Services LLC
- EIN
- 92-1202146
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,779,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,779,014
- Employer contributions
- $265,202
- Participant contributions
- $1,553,252
- Total income / additions
- $3,783,334
- Benefits paid
- $727,947
- Administrative expenses
- $68,617
- Total expenses
- $817,614
- Net increase / (decrease)
- $2,965,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Financial Solutions | ADVISOR | $30,132 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,720 | $0 |
| Strategic Advisors | ADVISOR | $6,154 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | INSURANCE AGENT/BROKER | $5,612 | not reported in the loaded dataset |