2023 Form 5500 filing — Ctc Trading Group, L.L.C. 401(K) Plan And Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729164451NAL0030298832001) for Ctc Trading Group, L.L.C. 401(K) Plan And Retirement Trust, reported by Ctc Trading Group, LLC under EIN 27-3972658 and plan number 001. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729164451NAL0030298832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ctc Trading Group, LLC
- EIN
- 27-3972658
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,077,684
- Net assets (EOY)
- $292,077,684
- Employer contributions
- $13,164,889
- Participant contributions
- $14,793,318
- Total income / additions
- $77,650,242
- Benefits paid
- $10,861,798
- Administrative expenses
- $71,180
- Total expenses
- $10,937,848
- Net increase / (decrease)
- $66,712,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nadler Financial Group, Inc. | ADVISOR | $64,601 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,657 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $833 | $0 |