Cgp Retirement Plan & Trust — Form 5500 plan (Cgp, 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, Cgp Retirement Plan & Trust is a benefit plan reported by Cgp, LLC under EIN 27-1421322 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,109,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cgp, LLC
EIN
27-1421322
Plan number
001
Plan type
2
Location
Richmond, IN
Latest filing year
2023
Participants
13
End-of-year plan assets
$1,109,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20241009102518NAL0037462386001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,109,812
Total liabilities (EOY)
$0
Net assets (EOY)
$1,109,812
Net assets (BOY)
$895,010

Income & contributions

Employer contributions
$68,533
Participant contributions
$32,250
Total income / additions
$219,977

Expenses & distributions

Benefits paid
$0
Administrative expenses
$5,175
Total expenses
$5,175
Net increase / (decrease)
$214,802

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages