Cbc U 401(K) Plan — Form 5500 plan (Cbc Latrobe Acquisition, LLC)

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, Cbc U 401(K) Plan is a benefit plan reported by Cbc Latrobe Acquisition, LLC under EIN 20-5591123 and plan number 001. The latest loaded filing year is 2023. The filing reports 755 participants and $16,826,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cbc Latrobe Acquisition, LLC
EIN
20-5591123
Plan number
001
Plan type
2
Location
Lacrosse, WI
Latest filing year
2023
Participants
755
End-of-year plan assets
$16,826,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023755H, C20241014153731NAL0013550291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,826,748
Total liabilities (EOY)
$0
Net assets (EOY)
$16,826,748
Net assets (BOY)
$13,142,714

Income & contributions

Employer contributions
$1,279,769
Participant contributions
$1,776,588
Total contributions
$3,056,357
Total income / additions
$5,567,733

Expenses & distributions

Benefits paid
$1,882,889
Administrative expenses
$810
Total expenses
$1,883,699
Net increase / (decrease)
$3,684,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$800$02023

Related Form 5500 pages