Ctl/Thompson, Inc. Savings And Retirement Plan — Form 5500 plan (Ctl/Thompson, 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, Ctl/Thompson, Inc. Savings And Retirement Plan is a benefit plan reported by Ctl/Thompson, Inc. under EIN 84-0609804 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $20,283,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ctl/Thompson, Inc.
- EIN
- 84-0609804
- Plan number
- 002
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $20,283,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20240729080947NAL0012319811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,283,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,283,198
- Net assets (BOY)
- $16,859,434
Income & contributions
- Employer contributions
- $602,531
- Participant contributions
- $942,069
- Total contributions
- $1,555,966
- Total income / additions
- $5,010,029
Expenses & distributions
- Benefits paid
- $1,453,281
- Administrative expenses
- $132,984
- Total expenses
- $1,586,265
- Net increase / (decrease)
- $3,423,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $28,600 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,625 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,359 | not reported in the loaded dataset | 2023 |
| Creative Retirement Plan Consulting | CONTRACT ADMIN | $1,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ctl/Thompson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Creative Retirement Plan Consulting — Schedule C compensation