Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust — Form 5500 plan (Ce Broker, 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, Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust is a benefit plan reported by Ce Broker, Inc. under EIN 83-0353592 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $5,825,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ce Broker, Inc.
- EIN
- 83-0353592
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville Beach, FL
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $5,825,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H | 20241003155552NAL0010109809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,825,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,825,544
- Net assets (BOY)
- $5,651,095
Income & contributions
- Employer contributions
- $175,989
- Participant contributions
- $1,102,686
- Total contributions
- $1,465,701
- Total income / additions
- $2,670,333
Expenses & distributions
- Benefits paid
- $2,495,767
- Administrative expenses
- $117
- Total expenses
- $2,495,884
- Net increase / (decrease)
- $174,449
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.