Ctf 401(K) Plan — Form 5500 plan (Ctf Capital Management, Lp)

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, Ctf 401(K) Plan is a benefit plan reported by Ctf Capital Management, Lp under EIN 37-1906730 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,351,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ctf Capital Management, Lp
EIN
37-1906730
Plan number
001
Plan type
2
Location
Old Greenwich, CT
Latest filing year
2023
Participants
3
End-of-year plan assets
$1,351,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240923125050NAL0004143891001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,351,481
Net assets (EOY)
$1,351,481
Net assets (BOY)
$807,755

Income & contributions

Employer contributions
$136,811
Participant contributions
$72,500
Total income / additions
$543,851

Expenses & distributions

Total expenses
$125
Net increase / (decrease)
$543,726

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages