Plan5500

Cpt Retirement Plan — Form 5500 plan (Cpt, 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, Cpt Retirement Plan is a benefit plan reported by Cpt, Inc. under EIN 39-1996506 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $2,663,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cpt, Inc.
EIN
39-1996506
Plan number
001
Plan type
2
Location
Janesville, WI
Latest filing year
2023
Participants
186
End-of-year plan assets
$2,663,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240912084607NAL0004284515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,663,086
Total liabilities (EOY)
$0
Net assets (EOY)
$2,663,086
Net assets (BOY)
$2,186,617

Income & contributions

Employer contributions
$111,438
Participant contributions
$400,050
Total contributions
$511,488
Total income / additions
$841,347

Expenses & distributions

Benefits paid
$341,357
Administrative expenses
$23,521
Total expenses
$364,878
Net increase / (decrease)
$476,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$11,887$02023
Three Bell Capital LLCINVESTMENT ADVISOR$11,634not reported in the loaded dataset2023

Related Form 5500 pages