2023 Form 5500 filing — Cnl Financial Group Subsidiaries And Affiliates Employee Retirement 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 20240916102637NAL0003647010001) for Cnl Financial Group Subsidiaries And Affiliates Employee Retirement Plan, reported by Cnl Financial Group Investment Management, LLC under EIN 27-4169415 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916102637NAL0003647010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cnl Financial Group Investment Management, LLC
- EIN
- 27-4169415
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,964,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,964,940
- Employer contributions
- $681,663
- Participant contributions
- $1,964,397
- Total income / additions
- $12,083,123
- Benefits paid
- $5,984,767
- Administrative expenses
- $40,550
- Total expenses
- $6,025,317
- Net increase / (decrease)
- $6,057,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advus Financial Partners, LLC | NONE | $24,663 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $15,887 | $0 |