2023 Form 5500 filing — Cba Transition Holdings LLC 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 20250319154739NAL0005225089001) for Cba Transition Holdings LLC 401(K) Plan, reported by Cba Transition Holdings LLC Dba Cbath under EIN 86-2679611 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319154739NAL0005225089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cba Transition Holdings LLC Dba Cbath
- EIN
- 86-2679611
- Plan number
- 001
- Location
- Cypress, TX
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $710,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $710,755
- Employer contributions
- $263,411
- Participant contributions
- $344,025
- Total income / additions
- $751,055
- Benefits paid
- $31,026
- Administrative expenses
- $9,274
- Total expenses
- $40,300
- Net increase / (decrease)
- $710,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $8,200 | $0 |
| The Retirement Advantage Inc | TPA | $1,075 | not reported in the loaded dataset |