2023 Form 5500 filing — Cta Acoustics, Inc. Employees Pension 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 20241122141143NAL0001153491001) for Cta Acoustics, Inc. Employees Pension Plan, reported by Treves Cta under EIN 13-4041106 and plan number 001. It reports 452 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)$5MReported net assets$4,955,249
Participants452
Provider compensation$42.8K3 Schedule C row(s)$42,754
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241122141143NAL0001153491001
Plan sponsor
Treves Cta
EIN
13-4041106
Plan number
001
Location
Corbin, KY
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$583.2K
Benefits paid / distributions$322.5K
Contributions
Employer$427K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,955,249
Total liabilities (EOY)
$0
Net assets (EOY)
$4,955,249
Employer contributions
$427,016
Total income / additions
$1,003,651
Benefits paid
$322,451
Administrative expenses
$260,739
Total expenses
$583,190
Net increase / (decrease)
$420,461

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi Consulting GroupNONE$23,097not reported in the loaded dataset
David SmithTRUSTEE$12,832not reported in the loaded dataset
John Hancock Life Insurance CoNONE$6,825$0

Related Form 5500 pages