Cba Transition Holdings LLC 401(K) Plan — Form 5500 plan (Cba Transition Holdings LLC Dba Cbath)
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, Cba Transition Holdings LLC 401(K) Plan is a benefit plan reported by Cba Transition Holdings LLC Dba Cbath under EIN 86-2679611 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $710,755 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$710.8KPlan net assets, end of year$710,755
Participants117Covered participants reported
Assets / participant$6.1KComputed: assets ÷ participants$6,075 (computed)
Provider compensation$9.3K2 Schedule C provider row(s)$9,275
- Plan sponsor
- Cba Transition Holdings LLC Dba Cbath
- EIN
- 86-2679611
- Plan number
- 001
- Plan type
- 2
- Location
- Cypress, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20250319154739NAL0005225089001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$710.8K total assets
Net assets$710.8KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $710,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $710,755
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $263,411
- Participant contributions
- $344,025
- Total contributions
- $698,215
- Total income / additions
- $751,055
Expenses & distributions
- Benefits paid
- $31,026
- Administrative expenses
- $9,274
- Total expenses
- $40,300
- Net increase / (decrease)
- $710,755
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $8,200 | $0 | 2023 |
| The Retirement Advantage Inc | TPA | $1,075 | not reported in the loaded dataset | 2023 |