Cmg Chelsea, LLC And Affiliates 401(K) Plan — Form 5500 plan (Cmg Chelsea, 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, Cmg Chelsea, LLC And Affiliates 401(K) Plan is a benefit plan reported by Cmg Chelsea, LLC under EIN 20-8816858 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,101 participants and $16,424,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmg Chelsea, LLC
- EIN
- 20-8816858
- Plan number
- 001
- Plan type
- 2
- Location
- Fanwood, NJ
- Latest filing year
- 2023
- Participants
- 1,101
- End-of-year plan assets
- $16,424,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,101 | H, C | 20241015093406NAL0016065379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,424,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,424,544
- Net assets (BOY)
- $13,183,572
Income & contributions
- Employer contributions
- $263,224
- Participant contributions
- $1,702,787
- Total contributions
- $2,091,005
- Total income / additions
- $4,415,401
Expenses & distributions
- Benefits paid
- $1,057,222
- Administrative expenses
- $117,207
- Total expenses
- $1,174,429
- Net increase / (decrease)
- $3,240,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $62,678 | $0 | 2023 |
| National Professional Planning Gr | CONTRACT ADMIN | $20,896 | $10,000 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $27,988 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cmg Chelsea, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fanwood, NJ
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- National Professional Planning Gr — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation