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, Cbi 401(K) Retirement Plan is a benefit plan reported by Onecbi, LLC Dba Cbi under EIN 47-0966094 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $7,680,038 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,680,038
- Net assets (EOY)
- $7,680,038
- Net assets (BOY)
- $6,132,930
Income & contributions
- Employer contributions
- $525,164
- Participant contributions
- $749,937
- Total contributions
- $1,275,101
- Total income / additions
- $2,219,021
Expenses & distributions
- Benefits paid
- $610,449
- Administrative expenses
- $52,815
- Total expenses
- $671,913
- Net increase / (decrease)
- $1,547,108