| Plan Name | CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| 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 |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2019-05-01 | MATT APPENZELLER | 2020-11-06 | ||
| 501 | 2018-05-01 | MATT APPENZELLER | 2019-10-24 | ||
| 501 | 2017-05-01 | MATT APPENZELLER | 2018-12-30 | ||
| 501 | 2016-11-01 | MATT APPENZELLER | 2018-01-27 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 28867 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 32665 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 89131 |
| Net assets as of the end of the plan year | 2024-11-29 | 42306 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 43483 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 44531 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 2689 |
| Plan net income in this plan year | 2024-11-29 | 2621 |
| Net assets as of the end of the plan year | 2024-11-29 | 13439 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 10818 |
| Employer contributions to plan in this plan year | 2024-11-29 | 44532 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 5802 |
| 2022 : CENTER FOR BENEFITS MANAGEMENT SOCA BENEFIT PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-11-29 | 24630 |
| Total liabilities as of the beginning of the plan year | 2022-11-29 | 20370 |
| Total expenses incurred by plan in this plan year | 2022-11-29 | 81314 |
| Net assets as of the end of the plan year | 2022-11-29 | 33035 |
| Total assets as of the beginning of the plan year | 2022-11-29 | 27147 |
| Value of plan covered by a fidelity bond | 2022-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2022-11-29 | 8183 |
| Other expenses paid from plan in this plan year | 2022-11-29 | 1 |
| Other contributions to plan in this plan year | 2022-11-29 | 0 |
| Other income to plan in this plan year | 2022-11-29 | 1108 |
| Plan net income in this plan year | 2022-11-29 | 1628 |
| Net assets as of the end of the plan year | 2022-11-29 | 8405 |
| Net assets as of the beginning of the plan year | 2022-11-29 | 6777 |
| Employer contributions to plan in this plan year | 2022-11-29 | 73651 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-11-29 | 7471 |