2023 Form 5500 filing — Ccj & Associates, LLC 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 20250203153558NAL0003728771001) for Ccj & Associates, LLC 401(K) Plan, reported by Ccj & Associates, LLC under EIN 27-0681548 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.3MReported net assets$13,290,181
Participants152
Provider compensation$8.6K4 Schedule C row(s)$8,557
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250203153558NAL0003728771001
Plan sponsor
Ccj & Associates, LLC
EIN
27-0681548
Plan number
001
Location
Laporte, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$2
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$975.1K
Participant$668.4K
Full reported line items
Total assets (EOY)
$13,290,183
Total liabilities (EOY)
$2
Net assets (EOY)
$13,290,181
Employer contributions
$975,057
Participant contributions
$668,402
Total income / additions
$3,536,999
Benefits paid
$1,682,723
Administrative expenses
$32,626
Total expenses
$1,715,349
Net increase / (decrease)
$1,821,650
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $6.3K
  2. 2
    CONTRACT ADMIN · Direct $0 · Indirect $5.7K
  3. 3
    RECORDKEEPER · Direct $300 · Indirect $0
  4. 4
    RECORDKEEPER · Direct -$3.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203153558NAL0003728771001 cover?
It is the 2023 Form 5500 filing for Ccj & Associates, LLC 401(K) Plan, reported by Ccj & Associates, LLC (EIN 27-0681548).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages