Cash Balance Retirement Plan For Employees Of Credit Industriel Et Commercial — Form 5500 plan (Credit Industriel Et Commercial)
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, Cash Balance Retirement Plan For Employees Of Credit Industriel Et Commercial is a benefit plan reported by Credit Industriel Et Commercial under EIN 13-2757199 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $40,964,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Industriel Et Commercial
- EIN
- 13-2757199
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $40,964,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241003120948NAL0009812913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,964,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,964,529
- Net assets (BOY)
- $38,565,813
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $5,827,143
Expenses & distributions
- Benefits paid
- $3,083,320
- Administrative expenses
- $345,107
- Total expenses
- $3,428,427
- Net increase / (decrease)
- $2,398,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT MANAGER | $277,818 | $0 | 2023 |
| First State Trust Company | TRUSTEE | $67,289 | $0 | 2023 |