Cost Containment Group, Inc Employee Stock Ownership Plan — Form 5500 plan (Cost Containment Group, 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, Cost Containment Group, Inc Employee Stock Ownership Plan is a benefit plan reported by Cost Containment Group, Inc under EIN 20-3315338 and plan number 002. The latest loaded filing year is 2023. The filing reports 79 participants and $64,256,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cost Containment Group, Inc
- EIN
- 20-3315338
- Plan number
- 002
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 79
- End-of-year plan assets
- $64,256,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 79 | I | 20241008122733NAL0017532545001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $64,256,250
- Total liabilities (EOY)
- $22,046,050
- Net assets (EOY)
- $42,210,200
- Net assets (BOY)
- $49,701,513
Income & contributions
- Employer contributions
- $749,524
- Total income / additions
- -$5,952,358
Expenses & distributions
- Benefits paid
- $988,363
- Total expenses
- $1,538,955
- Net increase / (decrease)
- -$7,491,313
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.