403(B) Thrift Plan For Cw Group, Inc. — Form 5500 plan (Cw Group, 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, 403(B) Thrift Plan For Cw Group, Inc. is a benefit plan reported by Cw Group, Inc. under EIN 22-2784283 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,329 participants and $18,550,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cw Group, Inc.
EIN
22-2784283
Plan number
001
Plan type
2
Location
New Britain, CT
Latest filing year
2023
Participants
2,329
End-of-year plan assets
$18,550,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,329H, C20250415084916NAL0003147089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,550,785
Total liabilities (EOY)
$18,831
Net assets (EOY)
$18,531,954
Net assets (BOY)
$16,387,698

Income & contributions

Employer contributions
$796,241
Participant contributions
$738,981
Total contributions
$1,542,274
Total income / additions
$3,905,898

Expenses & distributions

Benefits paid
$1,612,226
Administrative expenses
$134,165
Total expenses
$1,761,642
Net increase / (decrease)
$2,144,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$101,311$02023
Ccr Wealth Management, Inc.ADVISOR$32,854not reported in the loaded dataset2023

Related Form 5500 pages