Cg Business Mangement LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cg Business Mangement, LLC)

Plain-English plan 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, Cg Business Mangement LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cg Business Mangement, LLC under EIN 01-0757357 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $2,529,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cg Business Mangement, LLC
EIN
01-0757357
Plan number
001
Plan type
2
Location
Cheshire, CT
Latest filing year
2023
Participants
178
End-of-year plan assets
$2,529,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015084606NAL0027862593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,529,535
Total liabilities (EOY)
$0
Net assets (EOY)
$2,529,535
Net assets (BOY)
$1,614,774

Income & contributions

Employer contributions
$132,866
Participant contributions
$517,481
Total contributions
$650,347
Total income / additions
$1,032,373

Expenses & distributions

Benefits paid
$104,699
Administrative expenses
$11,390
Total expenses
$117,612
Net increase / (decrease)
$914,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoN/A$9,464$02023
Adp, Inc.RECORD KEEPER$1,925$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages