Ct Management, Inc. Retirement Savings Plan — Form 5500 plan (Ct Management, 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, Ct Management, Inc. Retirement Savings Plan is a benefit plan reported by Ct Management, Inc. under EIN 26-3310031 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $45,144,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ct Management, Inc.
EIN
26-3310031
Plan number
001
Plan type
2
Location
Claremont, NC
Latest filing year
2023
Participants
715
End-of-year plan assets
$45,144,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023715H, C20250207143757NAL0013292673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,144,784
Total liabilities (EOY)
$0
Net assets (EOY)
$45,144,784
Net assets (BOY)
$36,798,490

Income & contributions

Employer contributions
$1,272,462
Participant contributions
$2,115,074
Total contributions
$3,543,406
Total income / additions
$11,436,380

Expenses & distributions

Benefits paid
$2,935,178
Administrative expenses
$124,571
Total expenses
$3,090,086
Net increase / (decrease)
$8,346,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$66,963$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$57,608not reported in the loaded dataset2023

Related Form 5500 pages