2023 Form 5500 filing — Cbt 401(K) And 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 20241015093402NAL0016065155001) for Cbt 401(K) And Profit Sharing Plan, reported by Cbt/Childs Bertman Tseckares Inc. under EIN 04-2429873 and plan number 001. It reports 353 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)$42MReported net assets$42,035,291
Participants353
Provider compensation$108.9K3 Schedule C row(s)$108,911
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015093402NAL0016065155001
Plan sponsor
Cbt/Childs Bertman Tseckares Inc.
EIN
04-2429873
Plan number
001
Location
Boston, MA
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)$42M total assets
Net assets$42MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$6.7M
Benefits paid / distributions$6.6M
Contributions
Employer$500.1K
Participant$1.6M
Full reported line items
Total assets (EOY)
$42,035,291
Total liabilities (EOY)
$0
Net assets (EOY)
$42,035,291
Employer contributions
$500,116
Participant contributions
$1,626,334
Total income / additions
$8,898,882
Benefits paid
$6,605,211
Administrative expenses
$108,911
Total expenses
$6,714,122
Net increase / (decrease)
$2,184,760
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $61.3K
  2. 2
    RECORDKEEPER · Direct $26.1K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $21.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015093402NAL0016065155001 cover?
It is the 2023 Form 5500 filing for Cbt 401(K) And Profit Sharing Plan, reported by Cbt/Childs Bertman Tseckares Inc. (EIN 04-2429873).
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