Corporate Group, Inc. 401(K) Plan — Form 5500 plan (Corporate Group, 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, Corporate Group, Inc. 401(K) Plan is a benefit plan reported by Corporate Group, Inc. under EIN 39-1532865 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $21,946,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corporate Group, Inc.
- EIN
- 39-1532865
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $21,946,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20240731145725NAL0036909088002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,946,818
- Net assets (EOY)
- $21,946,818
- Net assets (BOY)
- $20,267,870
Income & contributions
- Employer contributions
- $490,605
- Participant contributions
- $2,851,846
- Total contributions
- $3,417,325
- Total income / additions
- $7,065,219
Expenses & distributions
- Benefits paid
- $5,315,199
- Administrative expenses
- $67,767
- Total expenses
- $5,386,271
- Net increase / (decrease)
- $1,678,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $41,070 | $0 | 2023 |
| Robert W. Baird & Co. Inc. | ADVISOR | $26,697 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corporate Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Robert W. Baird & Co. Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation