Cbl & Associates Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cbl & Associates Management, 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, Cbl & Associates Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cbl & Associates Management, Inc. under EIN 62-1542279 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $75,776,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbl & Associates Management, Inc.
- EIN
- 62-1542279
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $75,776,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20240805150904NAL0001199841002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,776,758
- Net assets (EOY)
- $75,776,758
- Net assets (BOY)
- $66,917,136
Income & contributions
- Employer contributions
- $919,025
- Participant contributions
- $3,132,260
- Total contributions
- $4,456,548
- Total income / additions
- $16,212,668
Expenses & distributions
- Benefits paid
- $7,150,552
- Administrative expenses
- $202,494
- Total expenses
- $7,353,046
- Net increase / (decrease)
- $8,859,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | CONSULTING | $88,969 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $73,077 | $0 | 2023 |
| Bradley Arant Boult Cummings Llp | LEGAL | $25,448 | not reported in the loaded dataset | 2023 |
| Mauldin & Jenkins, LLC | ACCOUNTING | $15,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cbl & Associates Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Chattanooga, TN
- Morgan Stanley — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Bradley Arant Boult Cummings Llp — Schedule C compensation
- Mauldin & Jenkins, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation