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, Cnl Financial Group Subsidiaries And Affiliates Employee Retirement Plan is a benefit plan reported by Cnl Financial Group Investment Management, LLC under EIN 27-4169415 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $52,964,940 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,964,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,964,940
- Net assets (BOY)
- $46,907,134
Income & contributions
- Employer contributions
- $681,663
- Participant contributions
- $1,964,397
- Total contributions
- $2,646,060
- Total income / additions
- $12,083,123
Expenses & distributions
- Benefits paid
- $5,984,767
- Administrative expenses
- $40,550
- Total expenses
- $6,025,317
- Net increase / (decrease)
- $6,057,806