C&C Boiler Sales & Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C&C Boiler Sales & Service, 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, C&C Boiler Sales & Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C&C Boiler Sales & Service, Inc. under EIN 56-1173038 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $9,219,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C&C Boiler Sales & Service, Inc.
- EIN
- 56-1173038
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $9,219,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241015131804NAL0029758945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,219,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,219,618
- Net assets (BOY)
- $9,609,722
Income & contributions
- Employer contributions
- $373,282
- Participant contributions
- $754,960
- Total contributions
- $1,128,242
- Total income / additions
- $2,270,419
Expenses & distributions
- Benefits paid
- $2,607,021
- Administrative expenses
- $53,502
- Total expenses
- $2,660,523
- Net increase / (decrease)
- -$390,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,851 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,738 | $0 | 2023 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $10,396 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C&C Boiler Sales & Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- First Citizens Bank And Trust Compa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation