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| Plan Name | CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CENTER FOR BENEFITS MANAGEMENT, INC. |
| Employer identification number (EIN): | 743144644 |
| NAIC Classification: | 541600 |
Additional information about CENTER FOR BENEFITS MANAGEMENT, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2005-03-11 |
| Company Identification Number: | 1527940 |
| Legal Registered Office Address: |
25 W. PROSPECT AVE, STE 1400 - CLEVELAND United States of America (USA) 44115 |
More information about CENTER FOR BENEFITS MANAGEMENT, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | AUSTIN CHELKO | 2024-10-14 | AUSTIN CHELKO | 2024-10-14 |
| 001 | 2022-01-01 | AUSTIN CHELKO | 2023-10-12 | AUSTIN CHELKO | 2023-10-12 |
| 001 | 2021-01-01 | RICHARD CHELKO | 2022-10-13 | RICHARD CHELKO | 2022-10-13 |
| 001 | 2020-01-01 | RICHARD CHELKO | 2021-05-27 | RICHARD CHELKO | 2021-05-27 |
| 001 | 2018-01-01 | RICHARD CHELKO | 2019-07-19 | RICHARD CHELKO | 2019-07-19 |
| 001 | 2017-01-01 | RICHARD CHELKO | 2018-05-25 | JEAN PELL | 2018-05-01 |
| 001 | 2016-01-01 | RICHARD CHELKO | 2017-07-11 | RICHARD CHELKO | 2017-07-11 |
| 001 | 2015-01-01 | RICHARD CHELKO | 2016-05-31 | RICHARD CHELKO | 2016-05-31 |
| 001 | 2014-01-01 | RICHARD CHELKO | 2015-07-29 | RICHARD CHELKO | 2015-07-29 |
| 001 | 2013-01-01 | RICHARD CHELKO | 2014-06-18 | RICHARD CHELKO | 2014-06-18 |
| 001 | 2012-01-01 | RICHARD CHELKO | 2013-04-03 | ||
| 001 | 2011-01-01 | RICHARD CHELKO | 2012-03-27 | ||
| 001 | 2010-01-01 | RICHARD CHELKO | 2011-03-21 | ||
| 001 | 2009-01-01 | RICHARD CHELKO | |||
| 001 | 2009-01-01 | RICHARD CHELKO |
| Measure | Date | Value |
|---|---|---|
| 2025: CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-29 | 17 |
| Total number of particpants at end of year | 2025-10-29 | 14 |
| Number of Participants With Account Balances | 2025-10-29 | 13 |
| Total number of particpants at beginning of year | 2025-10-23 | 17 |
| Total number of particpants at end of year | 2025-10-23 | 14 |
| Number of Participants With Account Balances | 2025-10-23 | 13 |
| 2024: CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-14 | 17 |
| Total number of particpants at end of year | 2024-10-14 | 17 |
| Number of Participants With Account Balances | 2024-10-14 | 16 |
| 2009: CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-29 | 376458 |
| Net assets as of the end of the plan year | 2025-10-29 | 3653341 |
| Total assets as of the beginning of the plan year | 2025-10-29 | 3404562 |
| Value of plan covered by a fidelity bond | 2025-10-29 | 120000 |
| Participant contributions to plan in this plan year | 2025-10-29 | 137948 |
| Other expenses paid from plan in this plan year | 2025-10-29 | 0 |
| Other contributions to plan in this plan year | 2025-10-29 | 85562 |
| Other income to plan in this plan year | 2025-10-29 | 363431 |
| Plan net income in this plan year | 2025-10-29 | 248779 |
| Net assets as of the end of the plan year | 2025-10-29 | 3653341 |
| Net assets as of the beginning of the plan year | 2025-10-29 | 3404562 |
| Employer contributions to plan in this plan year | 2025-10-29 | 38296 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-29 | 19940 |
| Total transfers to/from plan in this plan year | 2025-10-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-23 | 376458 |
| Net assets as of the end of the plan year | 2025-10-23 | 3653341 |
| Total assets as of the beginning of the plan year | 2025-10-23 | 3404562 |
| Value of plan covered by a fidelity bond | 2025-10-23 | 120000 |
| Participant contributions to plan in this plan year | 2025-10-23 | 137948 |
| Other expenses paid from plan in this plan year | 2025-10-23 | 0 |
| Other contributions to plan in this plan year | 2025-10-23 | 85562 |
| Other income to plan in this plan year | 2025-10-23 | 363431 |
| Plan net income in this plan year | 2025-10-23 | 248779 |
| Net assets as of the end of the plan year | 2025-10-23 | 3653341 |
| Net assets as of the beginning of the plan year | 2025-10-23 | 3404562 |
| Employer contributions to plan in this plan year | 2025-10-23 | 38296 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-23 | 19940 |
| 2024 : CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 127555 |
| Net assets as of the end of the plan year | 2024-10-14 | 3404562 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 2916127 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 120000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 145187 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 426749 |
| Plan net income in this plan year | 2024-10-14 | 488435 |
| Net assets as of the end of the plan year | 2024-10-14 | 3404562 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 2916127 |
| Employer contributions to plan in this plan year | 2024-10-14 | 44054 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 17277 |
| 2009: CENTER FOR BENEFITS MANAGEMENT RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |