Cbh Homes 401(K) Plan — Form 5500 plan (Corey Barton Homes, 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, Cbh Homes 401(K) Plan is a benefit plan reported by Corey Barton Homes, Inc. under EIN 82-0485163 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $8,118,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corey Barton Homes, Inc.
EIN
82-0485163
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
195
End-of-year plan assets
$8,118,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241001155325NAL0003432547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,118,363
Total liabilities (EOY)
$2,028
Net assets (EOY)
$8,116,335
Net assets (BOY)
$6,238,077

Income & contributions

Employer contributions
$421,168
Participant contributions
$725,253
Total contributions
$1,146,421
Total income / additions
$2,428,219

Expenses & distributions

Benefits paid
$546,511
Administrative expenses
$3,450
Total expenses
$549,961
Net increase / (decrease)
$1,878,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pinnacle Pension ServicesTHIRD PARTY ADMIN$2,550$3,4702023

Related Form 5500 pages