2023 Form 5500 filing — C&C Boiler Sales & Service, Inc. 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 20241015131804NAL0029758945001) for C&C Boiler Sales & Service, Inc. 401(K) Profit Sharing Plan, reported by C&C Boiler Sales & Service, Inc. under EIN 56-1173038 and plan number 001. It reports 194 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)$9.2MReported net assets$9,219,618
Participants194
Provider compensation$54.5K4 Schedule C row(s)$54,501
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015131804NAL0029758945001
- Plan sponsor
- C&C Boiler Sales & Service, Inc.
- EIN
- 56-1173038
- Plan number
- 001
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
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)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,219,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,219,618
- Employer contributions
- $373,282
- Participant contributions
- $754,960
- Total income / additions
- $2,270,419
- Benefits paid
- $2,607,021
- Administrative expenses
- $53,502
- Total expenses
- $2,660,523
- Net increase / (decrease)
- -$390,104
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,851 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,738 | $0 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $10,396 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,516 | not reported in the loaded dataset |