Cnc Software, Inc. Profit Sharing Plan — Form 5500 plan (Cnc Software, Inc.)

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, Cnc Software, Inc. Profit Sharing Plan is a benefit plan reported by Cnc Software, Inc. under EIN 04-2835042 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $61,052,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cnc Software, Inc.
EIN
04-2835042
Plan number
001
Plan type
2
Location
Tolland, CT
Latest filing year
2023
Participants
262
End-of-year plan assets
$61,052,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241010090501NAL0009840819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,052,111
Total liabilities (EOY)
$0
Net assets (EOY)
$61,052,111
Net assets (BOY)
$53,723,635

Income & contributions

Employer contributions
$492,121
Participant contributions
$2,967,733
Total contributions
$3,626,192
Total income / additions
$12,349,898

Expenses & distributions

Benefits paid
$4,912,779
Administrative expenses
$108,643
Total expenses
$5,021,422
Net increase / (decrease)
$7,328,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets, LLCINVESTMENT ADVISORY$0$75,0002023
MorningstarINVESTMENT ADVISORY$0$9,4142023

Related Form 5500 pages