Ccg Services, Inc. Retirement Savings Plan — Form 5500 plan (Ccg Services, Inc.)

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 Services, Inc. Retirement Savings Plan is a benefit plan reported by Ccg Services, Inc. under EIN 37-1076260 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,460 participants and $87,792,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ccg Services, Inc.
EIN
37-1076260
Plan number
004
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
1,460
End-of-year plan assets
$87,792,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,460H, C20240903093123NAL0030587904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,792,562
Total liabilities (EOY)
$3,106
Net assets (EOY)
$87,789,456
Net assets (BOY)
$69,293,154

Income & contributions

Employer contributions
$3,063,145
Participant contributions
$7,054,792
Total contributions
$11,083,941
Total income / additions
$23,953,552

Expenses & distributions

Benefits paid
$5,326,335
Administrative expenses
$128,049
Total expenses
$5,457,250
Net increase / (decrease)
$18,496,302

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$93,514$02023
Sym Financial CorporationADVISOR$35,757not reported in the loaded dataset2023

Related Form 5500 pages