2023 Form 5500 filing — Ctc Americas 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 20241015071350NAL0028912449001) for Ctc Americas 401(K) Plan, reported by Ctc Americas, Inc. under EIN 06-1416686 and plan number 001. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071350NAL0028912449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ctc Americas, Inc.
- EIN
- 06-1416686
- Plan number
- 001
- Location
- Wilton, CT
- Participants
- 1,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,995,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,995,462
- Employer contributions
- $2,051,711
- Participant contributions
- $4,162,402
- Total income / additions
- $16,602,968
- Benefits paid
- $7,060,806
- Administrative expenses
- $57,604
- Total expenses
- $7,118,410
- Net increase / (decrease)
- $9,484,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $29,023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER, OTHER | $16,156 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $15,614 | not reported in the loaded dataset |
| Ascensus | SERVICE PROVIDER | $12,290 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $9,163 |