Plan5500

Cgb Enterprises, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Cgb Enterprises, 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, Cgb Enterprises, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Cgb Enterprises, Inc. under EIN 72-1239162 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,451 participants and $316,821,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cgb Enterprises, Inc.
EIN
72-1239162
Plan number
002
Plan type
2
Location
Covington, LA
Latest filing year
2023
Participants
2,451
End-of-year plan assets
$316,821,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,451H, C20240910153047NAL0003612499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$316,821,892
Total liabilities (EOY)
$0
Net assets (EOY)
$316,821,892
Net assets (BOY)
$291,476,094

Income & contributions

Employer contributions
$11,591,580
Participant contributions
$12,368,192
Total contributions
$24,972,283
Total income / additions
$67,789,223

Expenses & distributions

Benefits paid
$42,148,277
Administrative expenses
$281,683
Total expenses
$42,443,425
Net increase / (decrease)
$25,345,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$196,831$02023
Bourgeois Bennett, LLCNONE$15,250not reported in the loaded dataset2023

Related Form 5500 pages