Cbe Companies 401(K) Retirement Plan — Form 5500 plan (Cbe Companies, 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, Cbe Companies 401(K) Retirement Plan is a benefit plan reported by Cbe Companies, Inc. under EIN 46-2116941 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,155 participants and $13,414,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbe Companies, Inc.
- EIN
- 46-2116941
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 1,155
- End-of-year plan assets
- $13,414,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,155 | H, C | 20240918093924NAL0007386656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,414,827
- Net assets (EOY)
- $13,414,827
- Net assets (BOY)
- $10,888,119
Income & contributions
- Employer contributions
- $319,169
- Participant contributions
- $1,166,390
- Total contributions
- $1,879,805
- Total income / additions
- $3,860,779
Expenses & distributions
- Benefits paid
- $1,214,131
- Administrative expenses
- $74,285
- Total expenses
- $1,334,071
- Net increase / (decrease)
- $2,526,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,797 | $0 | 2023 |
| Choreo LLC | INVESTMENT ADVISOR | $19,995 | not reported in the loaded dataset | 2023 |
| Qualified Plan Consultants LLC | TPA | $17,941 | not reported in the loaded dataset | 2023 |
| Empower Advisory Assets Group LLC | INVESTMENT MGMT | $6,207 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cbe Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Falls, IA
- Empower Annuity Insurance Company — Schedule C compensation
- Choreo LLC — Schedule C compensation
- Qualified Plan Consultants LLC — Schedule C compensation
- Empower Advisory Assets Group LLC — Schedule C compensation
- Qdro Consultants Company — Schedule C compensation