Plan5500

Cbt Management LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cbt Management 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, Cbt Management LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cbt Management LLC under EIN 81-4465960 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $139,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cbt Management LLC
EIN
81-4465960
Plan number
001
Plan type
2
Location
Chestnut Hill, MA
Latest filing year
2023
Participants
125
End-of-year plan assets
$139,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241031125756NAL0004305938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,606
Total liabilities (EOY)
$0
Net assets (EOY)
$139,606
Net assets (BOY)
$117,171

Income & contributions

Employer contributions
$12,421
Participant contributions
$27,418
Total contributions
$39,839
Total income / additions
$63,812

Expenses & distributions

Benefits paid
$25,013
Administrative expenses
$6,464
Total expenses
$41,377
Net increase / (decrease)
$22,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$6,482not reported in the loaded dataset2023

Related Form 5500 pages