2023 Form 5500 filing — Ctm North America 401(K) 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 20240923192513NAL0016038208001) for Ctm North America 401(K) Plan, reported by Corporate Travel Management North America, Inc. under EIN 47-0355040 and plan number 002. It reports 1,821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923192513NAL0016038208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corporate Travel Management North America, Inc.
- EIN
- 47-0355040
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 1,821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,675,568
- Net assets (EOY)
- $111,675,568
- Employer contributions
- $1,619,616
- Participant contributions
- $6,171,941
- Total income / additions
- $25,171,475
- Benefits paid
- $11,867,785
- Administrative expenses
- $142,157
- Total expenses
- $12,032,123
- Net increase / (decrease)
- $13,139,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $83,458 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $58,699 | not reported in the loaded dataset |