Cbx World Wide LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cbx World Wide 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, Cbx World Wide LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cbx World Wide LLC under EIN 31-1826877 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $10,170,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbx World Wide LLC
- EIN
- 31-1826877
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $10,170,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20240917083042NAL0002521137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,170,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,170,529
- Net assets (BOY)
- $8,712,837
Income & contributions
- Employer contributions
- $56,822
- Participant contributions
- $590,387
- Total contributions
- $726,042
- Total income / additions
- $2,324,138
Expenses & distributions
- Benefits paid
- $823,503
- Administrative expenses
- $42,943
- Total expenses
- $866,446
- Net increase / (decrease)
- $1,457,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $23,611 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,575 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,910 | not reported in the loaded dataset | 2023 |