2023 Form 5500 filing — Cg Business Mangement LLC 401(K) Profit Sharing 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 20241015084606NAL0027862593001) for Cg Business Mangement LLC 401(K) Profit Sharing Plan, reported by Cg Business Mangement, LLC under EIN 01-0757357 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084606NAL0027862593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cg Business Mangement, LLC
- EIN
- 01-0757357
- Plan number
- 001
- Location
- Cheshire, CT
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,529,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,529,535
- Employer contributions
- $132,866
- Participant contributions
- $517,481
- Total income / additions
- $1,032,373
- Benefits paid
- $104,699
- Administrative expenses
- $11,390
- Total expenses
- $117,612
- Net increase / (decrease)
- $914,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | N/A | $9,464 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,925 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |