Plan5500

Ctr Management Group, LLC 401(K) Plan — Form 5500 plan (Ctr Management 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, Ctr Management Group, LLC 401(K) Plan is a benefit plan reported by Ctr Management Group, LLC under EIN 26-3931994 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $4,548,160 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,548,160
Participants316Covered participants reported
Assets / participant$14.4KComputed: assets ÷ participants$14,393 (computed)
Provider compensation$85.2K5 Schedule C provider row(s)$85,160
Plan sponsor
Ctr Management Group, LLC
EIN
26-3931994
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    316 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$429.5K
Participant$718.2K
Full reported line items

Net assets

Total assets (EOY)
$4,548,160
Total liabilities (EOY)
$0
Net assets (EOY)
$4,548,160
Net assets (BOY)
$4,472,834

Income & contributions

Employer contributions
$429,470
Participant contributions
$718,173
Total contributions
$1,268,225
Total income / additions
$2,032,534

Expenses & distributions

Benefits paid
$1,891,707
Administrative expenses
$65,501
Total expenses
$1,957,208
Net increase / (decrease)
$75,326
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets43%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$49.6K
    CONTRACT ADMINISTRATOR · Direct $49.6K · Indirect $0
  2. 2
    Orenda Retirement LLC$20K
    CONTRACT ADMINISTRATOR · Direct $16K · Indirect $4.1K
  3. 3
    Osaic Wealth, Inc$15.5K
    OTHER SERVICES · Direct $0 · Indirect $15.5K
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0
  5. 5
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ctr Management Group, LLC 401(K) Plan?
Ctr Management Group, LLC 401(K) Plan is reported as sponsored by Ctr Management Group, LLC (EIN 26-3931994, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ctr Management Group, LLC 401(K) Plan?
The latest Form 5500 filing year loaded for Ctr Management Group, LLC 401(K) Plan is 2023.
How many participants does Ctr Management Group, LLC 401(K) Plan report?
Ctr Management Group, LLC 401(K) Plan reports 316 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ctr Management Group, LLC 401(K) Plan?
Ctr Management Group, LLC 401(K) Plan reports $4,548,160 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages