2023 Form 5500 filing — 403(B) Thrift Plan For Cw Group, Inc.
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 20250415084916NAL0003147089001) for 403(B) Thrift Plan For Cw Group, Inc., reported by Cw Group, Inc. under EIN 22-2784283 and plan number 001. It reports 2,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415084916NAL0003147089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cw Group, Inc.
- EIN
- 22-2784283
- Plan number
- 001
- Location
- New Britain, CT
- Participants
- 2,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,550,785
- Total liabilities (EOY)
- $18,831
- Net assets (EOY)
- $18,531,954
- Employer contributions
- $796,241
- Participant contributions
- $738,981
- Total income / additions
- $3,905,898
- Benefits paid
- $1,612,226
- Administrative expenses
- $134,165
- Total expenses
- $1,761,642
- Net increase / (decrease)
- $2,144,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $101,311 | $0 |
| Ccr Wealth Management, Inc. | ADVISOR | $32,854 | not reported in the loaded dataset |