Cti Iii LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cti Iii LLC)
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, Cti Iii LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cti Iii LLC under EIN 47-2890879 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $7,060,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cti Iii LLC
- EIN
- 47-2890879
- Plan number
- 001
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $7,060,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241011101913NAL0021660785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,060,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,060,970
- Net assets (BOY)
- $4,490,686
Income & contributions
- Employer contributions
- $563,756
- Participant contributions
- $1,097,391
- Total contributions
- $1,731,115
- Total income / additions
- $2,791,728
Expenses & distributions
- Benefits paid
- $127,625
- Administrative expenses
- $39,762
- Total expenses
- $221,444
- Net increase / (decrease)
- $2,570,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Planning Advisor | NONE | $36,452 | $0 | 2023 |
| T. Rowe Price Rps, Inc. | NONE | $3,080 | $0 | 2023 |
| Morningstar | NONE | $230 | $0 | 2023 |
| Pimco | NONE | $0 | $0 | 2023 |
| Western Asset | NONE | $0 | $0 | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
| Ishares | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Doubleline Shiller | NONE | $0 | $0 | 2023 |
| Hartford | NONE | $0 | $0 | 2023 |
| Touchstone | NONE | $0 | $0 | 2023 |
| Mfs | NONE | $0 | $0 | 2023 |
| Janus Henderson | NONE | $0 | $0 | 2023 |
| Columbia | NONE | $0 | $0 | 2023 |
| Aqr Large | NONE | $0 | $0 | 2023 |
| Cohen & Steers Global R | NONE | $0 | $0 | 2023 |
| Parametric International | NONE | $0 | $0 | 2023 |
| Eaton Vance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cti Iii LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Capital Planning Advisor — Schedule C compensation
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Morningstar — Schedule C compensation
- Pimco — Schedule C compensation
- Western Asset — Schedule C compensation
- Vanguard — Schedule C compensation
- Ishares — Schedule C compensation
- Fidelity — Schedule C compensation
- Doubleline Shiller — Schedule C compensation
- Hartford — Schedule C compensation
- Touchstone — Schedule C compensation
- Mfs — Schedule C compensation
- Janus Henderson — Schedule C compensation
- Columbia — Schedule C compensation
- Aqr Large — Schedule C compensation
- Cohen & Steers Global R — Schedule C compensation
- Parametric International — Schedule C compensation
- Eaton Vance — Schedule C compensation