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CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN 401k Plan overview

Plan NameCENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN
Plan identification number 501

CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

CENTER FOR BENEFITS MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-05-01MATT APPENZELLER2024-11-29
5012022-05-01MATT APPENZELLER2023-11-28
5012021-05-01MATT APPENZELLER2022-11-29
5012020-05-01MATT APPENZELLER2021-11-23
5012019-05-01MATT APPENZELLER2020-11-06
5012018-05-01MATT APPENZELLER2019-10-24
5012017-05-01MATT APPENZELLER2018-12-30
5012016-11-01MATT APPENZELLER2018-01-27

Financial Data on CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN

Measure Date Value
2024 : CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-2928867
Total liabilities as of the beginning of the plan year2024-11-2932665
Total expenses incurred by plan in this plan year2024-11-2989131
Net assets as of the end of the plan year2024-11-2942306
Total assets as of the beginning of the plan year2024-11-2943483
Value of plan covered by a fidelity bond2024-11-291000000
Participant contributions to plan in this plan year2024-11-2944531
Other expenses paid from plan in this plan year2024-11-290
Other contributions to plan in this plan year2024-11-290
Other income to plan in this plan year2024-11-292689
Plan net income in this plan year2024-11-292621
Net assets as of the end of the plan year2024-11-2913439
Net assets as of the beginning of the plan year2024-11-2910818
Employer contributions to plan in this plan year2024-11-2944532
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-295802
2022 : CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-11-2924630
Total liabilities as of the beginning of the plan year2022-11-2920370
Total expenses incurred by plan in this plan year2022-11-2981314
Net assets as of the end of the plan year2022-11-2933035
Total assets as of the beginning of the plan year2022-11-2927147
Value of plan covered by a fidelity bond2022-11-291000000
Participant contributions to plan in this plan year2022-11-298183
Other expenses paid from plan in this plan year2022-11-291
Other contributions to plan in this plan year2022-11-290
Other income to plan in this plan year2022-11-291108
Plan net income in this plan year2022-11-291628
Net assets as of the end of the plan year2022-11-298405
Net assets as of the beginning of the plan year2022-11-296777
Employer contributions to plan in this plan year2022-11-2973651
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-297471

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