Ct Consultants, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ct Consultants, 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 Consultants, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ct Consultants, Inc. under EIN 34-0792089 and plan number 003. The latest loaded filing year is 2023. The filing reports 401 participants and $42,777,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ct Consultants, Inc.
EIN
34-0792089
Plan number
003
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
401
End-of-year plan assets
$42,777,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20241004132915NAL0011466081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,777,841
Total liabilities (EOY)
$0
Net assets (EOY)
$42,777,841
Net assets (BOY)
$34,159,821

Income & contributions

Employer contributions
$490,254
Participant contributions
$2,346,962
Total contributions
$5,216,205
Total income / additions
$11,573,509

Expenses & distributions

Benefits paid
$2,892,126
Administrative expenses
$63,363
Total expenses
$2,955,489
Net increase / (decrease)
$8,618,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$57,108not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$6,255$02023

Related Form 5500 pages