Cwpm, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cwpm, 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, Cwpm, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cwpm, LLC under EIN 06-1600557 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $19,763,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cwpm, LLC
- EIN
- 06-1600557
- Plan number
- 001
- Plan type
- 2
- Location
- Plainville, CT
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $19,763,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20241011143035NAL0022934177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,763,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,763,463
- Net assets (BOY)
- $16,453,866
Income & contributions
- Employer contributions
- $535,212
- Participant contributions
- $1,160,570
- Total contributions
- $1,764,765
- Total income / additions
- $4,602,302
Expenses & distributions
- Benefits paid
- $1,221,518
- Administrative expenses
- $71,187
- Total expenses
- $1,292,705
- Net increase / (decrease)
- $3,309,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,242 | $0 | 2023 |
| Pension Consultants Inc | CONTRACT ADMIN | $4,680 | $10,000 | 2023 |
| Redhawk Wealth Advisors Inc | INVESTMENT ADVISOR | $12,901 | not reported in the loaded dataset | 2023 |
| Securities America Inc | INVESTMENT ADVISOR | $12,462 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cwpm, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Plainville, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Pension Consultants Inc — Schedule C compensation
- Redhawk Wealth Advisors Inc — Schedule C compensation
- Securities America Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation