Cp Group 401(K) Plan — Form 5500 plan (Cpg Property Services 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, Cp Group 401(K) Plan is a benefit plan reported by Cpg Property Services LLC under EIN 92-1202146 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $12,779,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cpg Property Services LLC
- EIN
- 92-1202146
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $12,779,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241014151537NAL0027680657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,779,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,779,014
- Net assets (BOY)
- $9,813,294
Income & contributions
- Employer contributions
- $265,202
- Participant contributions
- $1,553,252
- Total contributions
- $2,026,225
- Total income / additions
- $3,783,334
Expenses & distributions
- Benefits paid
- $727,947
- Administrative expenses
- $68,617
- Total expenses
- $817,614
- Net increase / (decrease)
- $2,965,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Financial Solutions | ADVISOR | $30,132 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,720 | $0 | 2023 |
| Strategic Advisors | ADVISOR | $6,154 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | INSURANCE AGENT/BROKER | $5,612 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cpg Property Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Cbiz Financial Solutions — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation