Plan5500

Cba Transition Holdings LLC 401(K) Plan — Form 5500 plan (Cba Transition Holdings LLC Dba Cbath)

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, Cba Transition Holdings LLC 401(K) Plan is a benefit plan reported by Cba Transition Holdings LLC Dba Cbath under EIN 86-2679611 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $710,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cba Transition Holdings LLC Dba Cbath
EIN
86-2679611
Plan number
001
Plan type
2
Location
Cypress, TX
Latest filing year
2023
Participants
117
End-of-year plan assets
$710,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20250319154739NAL0005225089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$710,755
Total liabilities (EOY)
$0
Net assets (EOY)
$710,755
Net assets (BOY)
$0

Income & contributions

Employer contributions
$263,411
Participant contributions
$344,025
Total contributions
$698,215
Total income / additions
$751,055

Expenses & distributions

Benefits paid
$31,026
Administrative expenses
$9,274
Total expenses
$40,300
Net increase / (decrease)
$710,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$8,200$02023
The Retirement Advantage IncTPA$1,075not reported in the loaded dataset2023

Related Form 5500 pages