Ctco Benefit Services 401(K) Plan — Form 5500 plan (Ctco Benefit Services, 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, Ctco Benefit Services 401(K) Plan is a benefit plan reported by Ctco Benefit Services, LLC under EIN 30-0515404 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $20,581,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ctco Benefit Services, LLC
- EIN
- 30-0515404
- Plan number
- 002
- Plan type
- 2
- Location
- Houma, LA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $20,581,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240731145426NAL0036898224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,581,585
- Total liabilities (EOY)
- $1,125
- Net assets (EOY)
- $20,580,460
- Net assets (BOY)
- $17,152,771
Income & contributions
- Employer contributions
- $479,068
- Participant contributions
- $659,798
- Total contributions
- $1,281,181
- Total income / additions
- $4,201,559
Expenses & distributions
- Benefits paid
- $759,817
- Administrative expenses
- $9,615
- Total expenses
- $773,870
- Net increase / (decrease)
- $3,427,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $44,479 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $3,661 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,104 | $0 | 2023 |
| The Haslauer Group | TPA | $2,850 | $170 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ctco Benefit Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Houma, LA
- Edward D Jones & Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- The Haslauer Group — Schedule C compensation