Ctc Trading Group, L.L.C. 401(K) Plan And Retirement Trust — Form 5500 plan (Ctc Trading Group, 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, Ctc Trading Group, L.L.C. 401(K) Plan And Retirement Trust is a benefit plan reported by Ctc Trading Group, LLC under EIN 27-3972658 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $292,077,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ctc Trading Group, LLC
- EIN
- 27-3972658
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $292,077,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20240729164451NAL0030298832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,077,684
- Net assets (EOY)
- $292,077,684
- Net assets (BOY)
- $225,365,290
Income & contributions
- Employer contributions
- $13,164,889
- Participant contributions
- $14,793,318
- Total contributions
- $30,699,816
- Total income / additions
- $77,650,242
Expenses & distributions
- Benefits paid
- $10,861,798
- Administrative expenses
- $71,180
- Total expenses
- $10,937,848
- Net increase / (decrease)
- $66,712,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nadler Financial Group, Inc. | ADVISOR | $64,601 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,657 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $833 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ctc Trading Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Nadler Financial Group, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation