2023 Form 5500 filing — Ccg 401(K) Savings 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 20241120095905NAL0001986787001) for Ccg 401(K) Savings Plan, reported by Certified Collectibles Group, LLC under EIN 22-3716431 and plan number 001. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120095905NAL0001986787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Certified Collectibles Group, LLC
- EIN
- 22-3716431
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,074,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,074,394
- Employer contributions
- $894,868
- Participant contributions
- $1,724,034
- Total income / additions
- $5,672,819
- Benefits paid
- $4,259,222
- Administrative expenses
- $114,374
- Total expenses
- $4,472,034
- Net increase / (decrease)
- $1,200,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,284 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,312 | not reported in the loaded dataset |
| Kb Pension Services Inc | CONTRACT ADMIN | $1,905 | $5,130 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,873 | not reported in the loaded dataset |