Ccg 401(K) Savings Plan — Form 5500 plan (Certified Collectibles Group, 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, Ccg 401(K) Savings Plan is a benefit plan reported by Certified Collectibles Group, LLC under EIN 22-3716431 and plan number 001. The latest loaded filing year is 2023. The filing reports 741 participants and $22,074,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Certified Collectibles Group, LLC
- EIN
- 22-3716431
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 741
- End-of-year plan assets
- $22,074,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 741 | H, C | 20241120095905NAL0001986787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,074,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,074,394
- Net assets (BOY)
- $20,873,609
Income & contributions
- Employer contributions
- $894,868
- Participant contributions
- $1,724,034
- Total contributions
- $2,804,431
- Total income / additions
- $5,672,819
Expenses & distributions
- Benefits paid
- $4,259,222
- Administrative expenses
- $114,374
- Total expenses
- $4,472,034
- Net increase / (decrease)
- $1,200,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,284 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,312 | not reported in the loaded dataset | 2023 |
| Kb Pension Services Inc | CONTRACT ADMIN | $1,905 | $5,130 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,873 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Certified Collectibles Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Kb Pension Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation