Plan5500

Ctm North America 401(K) Plan — Form 5500 plan (Corporate Travel Management North America, 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, Ctm North America 401(K) Plan is a benefit plan reported by Corporate Travel Management North America, Inc. under EIN 47-0355040 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,821 participants and $111,675,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corporate Travel Management North America, Inc.
EIN
47-0355040
Plan number
002
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,821
End-of-year plan assets
$111,675,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,821H, C20240923192513NAL0016038208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,675,568
Net assets (EOY)
$111,675,568
Net assets (BOY)
$98,536,216

Income & contributions

Employer contributions
$1,619,616
Participant contributions
$6,171,941
Total contributions
$8,700,077
Total income / additions
$25,171,475

Expenses & distributions

Benefits paid
$11,867,785
Administrative expenses
$142,157
Total expenses
$12,032,123
Net increase / (decrease)
$13,139,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$83,458not reported in the loaded dataset2023
Creative Planning Holdco LLCINVESTMENT ADVISOR$58,699not reported in the loaded dataset2023

Related Form 5500 pages