2023 Form 5500 filing — Cbl & Associates Management, Inc. 401(K) Profit Sharing Plan
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 20240805150904NAL0001199841002) for Cbl & Associates Management, Inc. 401(K) Profit Sharing Plan, reported by Cbl & Associates Management, Inc. under EIN 62-1542279 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805150904NAL0001199841002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbl & Associates Management, Inc.
- EIN
- 62-1542279
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,776,758
- Net assets (EOY)
- $75,776,758
- Employer contributions
- $919,025
- Participant contributions
- $3,132,260
- Total income / additions
- $16,212,668
- Benefits paid
- $7,150,552
- Administrative expenses
- $202,494
- Total expenses
- $7,353,046
- Net increase / (decrease)
- $8,859,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | CONSULTING | $88,969 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $73,077 | $0 |
| Bradley Arant Boult Cummings Llp | LEGAL | $25,448 | not reported in the loaded dataset |
| Mauldin & Jenkins, LLC | ACCOUNTING | $15,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |