Plan5500

C & B Marine, LLC 401(K) Plan — Form 5500 plan (C & B Marine, 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, C & B Marine, LLC 401(K) Plan is a benefit plan reported by C & B Marine, LLC under EIN 27-5200762 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $7,147,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C & B Marine, LLC
EIN
27-5200762
Plan number
001
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
195
End-of-year plan assets
$7,147,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241015121110NAL0028350129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,147,659
Total liabilities (EOY)
$0
Net assets (EOY)
$7,147,659
Net assets (BOY)
$5,718,922

Income & contributions

Employer contributions
$286,865
Participant contributions
$487,865
Total contributions
$1,069,124
Total income / additions
$1,974,710

Expenses & distributions

Benefits paid
$484,235
Administrative expenses
$61,738
Total expenses
$545,973
Net increase / (decrease)
$1,428,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcf Advisors LLCINVESTMENT ADVISOR$42,877not reported in the loaded dataset2023
Pension Corporation Of AmericaNONE$18,861not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$3,3012023

Related Form 5500 pages