Plan5500

C M & B 401(K) Retirement & Profit Sharing Plan — Form 5500 plan (Construction Management & Builders, Inc.)

Plain-English plan 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, C M & B 401(K) Retirement & Profit Sharing Plan is a benefit plan reported by Construction Management & Builders, Inc. under EIN 04-3173842 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $19,638,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Construction Management & Builders, Inc.
EIN
04-3173842
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
142
End-of-year plan assets
$19,638,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240920145659NAL0003010195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,638,700
Net assets (EOY)
$19,638,700
Net assets (BOY)
$16,365,393

Income & contributions

Employer contributions
$199,310
Participant contributions
$1,305,460
Total contributions
$1,667,137
Total income / additions
$4,861,972

Expenses & distributions

Benefits paid
$1,529,333
Administrative expenses
$59,332
Total expenses
$1,588,665
Net increase / (decrease)
$3,273,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLC.INVESTMENT ADVISOR$33,933not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$16,531not reported in the loaded dataset2023

Related Form 5500 pages