Plan Ledger DOL Form 5500 · updated monthly

Cb Squared Services, Inc.Profit-sharing plan

CB SQUARED SERVICES, INC. PROFIT SHARING PLAN · FALMOUTH, VA · plan year 2022

Reported admin expense ratio · 2022
0.59%

Cb Squared Services, Inc. reported $9,399 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Virginia (2,149th of 2,266), and 3,022nd of 3,341 in other services.

Plan summary
Net assets, end of year$1,257,599
Participants with balances134
Active participants59
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$9,385
Benefits paid to participants$659,476
Plan auditUnmodified (clean) audit opinion
AuditorAC CPA, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$1.3M · 134 accts
Administrative expenses, itemized · 2022
Professional / advisory$9,399
Total administrative$9,399
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$9,399 · 0.59%
Similar plansOther Services · Virginia

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Source: U.S. Department of Labor, Form 5500 series, EIN 541207596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.