2023 Form 5500 filing — Cbe Companies 401(K) 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 20240918093924NAL0007386656001) for Cbe Companies 401(K) Retirement Plan, reported by Cbe Companies, Inc. under EIN 46-2116941 and plan number 001. It reports 1,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918093924NAL0007386656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbe Companies, Inc.
- EIN
- 46-2116941
- Plan number
- 001
- Location
- Cedar Falls, IA
- Participants
- 1,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,414,827
- Net assets (EOY)
- $13,414,827
- Employer contributions
- $319,169
- Participant contributions
- $1,166,390
- Total income / additions
- $3,860,779
- Benefits paid
- $1,214,131
- Administrative expenses
- $74,285
- Total expenses
- $1,334,071
- Net increase / (decrease)
- $2,526,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,797 | $0 |
| Choreo LLC | INVESTMENT ADVISOR | $19,995 | not reported in the loaded dataset |
| Qualified Plan Consultants LLC | TPA | $17,941 | not reported in the loaded dataset |
| Empower Advisory Assets Group LLC | INVESTMENT MGMT | $6,207 | not reported in the loaded dataset |
| Qdro Consultants Company | OTHER | $400 | not reported in the loaded dataset |