Cb Richard Ellis-Raleigh LLC 401(K) Plan — Form 5500 plan (Cb Richard Ellis-Raleigh 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, Cb Richard Ellis-Raleigh LLC 401(K) Plan is a benefit plan reported by Cb Richard Ellis-Raleigh LLC under EIN 54-2040378 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $21,218,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cb Richard Ellis-Raleigh LLC
- EIN
- 54-2040378
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $21,218,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240910142519NAL0005755345001 |
| 2023 | 149 | H, C | 20241231102533NAL0016958513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $21,218,820
Income & contributions
- Employer contributions
- $1,686
- Participant contributions
- $0
- Total contributions
- $1,686
- Total income / additions
- $1,742,000
Expenses & distributions
- Benefits paid
- $22,938,131
- Administrative expenses
- $22,689
- Total expenses
- $22,960,820
- Net increase / (decrease)
- -$21,218,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $24,505 | $187 | 2023 |
| Midatlantic Capital Management | NONE | $23,203 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $14,407 | $191 | 2023 |
| Midatlantic Capital Management | NONE | $9,449 | not reported in the loaded dataset | 2023 |