Community Brands 401(K) Plan — Form 5500 plan (Community Brands Parentco, 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, Community Brands 401(K) Plan is a benefit plan reported by Community Brands Parentco, LLC under EIN 47-3250999 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,614 participants and $74,916,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Brands Parentco, LLC
- EIN
- 47-3250999
- Plan number
- 001
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 1,614
- End-of-year plan assets
- $74,916,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,614 | H, C | 20241014152653NAL0027707281002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,916,757
- Net assets (EOY)
- $74,916,757
- Net assets (BOY)
- $61,393,481
Income & contributions
- Employer contributions
- $1,851,601
- Participant contributions
- $6,854,696
- Total contributions
- $9,444,058
- Total income / additions
- $20,890,236
Expenses & distributions
- Benefits paid
- $7,172,307
- Administrative expenses
- $194,653
- Total expenses
- $7,366,960
- Net increase / (decrease)
- $13,523,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $108,427 | not reported in the loaded dataset | 2023 |
| Sage Advisory Group | NONE | $56,648 | not reported in the loaded dataset | 2023 |
| Barnes Wendling Cpas Inc | NONE | $28,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Brands Parentco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersburg, FL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Sage Advisory Group — Schedule C compensation
- Barnes Wendling Cpas Inc — Schedule C compensation