Ce Broker, Inc Dba Propelus — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ce Broker, Inc Dba Propelus (EIN 83-0353592) is a plan sponsor located in Jacksonville Beach, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-0353592
Location
Jacksonville Beach, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,825,544
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,825,544

Contributions & income

Employer contributions
$175,989
Participant contributions
$1,102,686
Total income / additions
$2,670,333

Expenses & distributions

Benefits paid / distributions
$2,495,767
Total expenses
$2,495,884
Net increase / (decrease)
$174,449

Coverage

Total reported participants
363
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ce Broker, Inc Dba Propelus plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust001208$5,825,5442023
Ce Broker, Inc Dba Propelus Benefit Plan501155not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ce Broker, Inc Dba Propelus
YearPlanParticipantsSchedulesFiling
2023Ce Broker, Inc Dba Propelus Benefit Plan155C20240709121403NAL0007852643003
2023Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust208H20241003155552NAL0010109809001

Related Form 5500 pages