CDA BENEFIT CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-28 | 26027 |
| Net assets as of the end of the plan year | 2025-08-28 | 711747 |
| Total assets as of the beginning of the plan year | 2025-08-28 | 566227 |
| Value of plan covered by a fidelity bond | 2025-08-28 | 71175 |
| Participant contributions to plan in this plan year | 2025-08-28 | 43079 |
| Value of participant loans at end of plan year | 2025-08-28 | 21734 |
| Other expenses paid from plan in this plan year | 2025-08-28 | 0 |
| Other contributions to plan in this plan year | 2025-08-28 | 0 |
| Other income to plan in this plan year | 2025-08-28 | 101699 |
| Plan net income in this plan year | 2025-08-28 | 145520 |
| Net assets as of the end of the plan year | 2025-08-28 | 711747 |
| Net assets as of the beginning of the plan year | 2025-08-28 | 566227 |
| Employer contributions to plan in this plan year | 2025-08-28 | 26769 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-28 | 2827 |
| 2024 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-13 | 15938 |
| Net assets as of the end of the plan year | 2024-10-13 | 566227 |
| Total assets as of the beginning of the plan year | 2024-10-13 | 416844 |
| Value of plan covered by a fidelity bond | 2024-10-13 | 56623 |
| Participant contributions to plan in this plan year | 2024-10-13 | 40240 |
| Value of participant loans at end of plan year | 2024-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-13 | 0 |
| Other contributions to plan in this plan year | 2024-10-13 | 0 |
| Other income to plan in this plan year | 2024-10-13 | 94453 |
| Plan net income in this plan year | 2024-10-13 | 149383 |
| Net assets as of the end of the plan year | 2024-10-13 | 566227 |
| Net assets as of the beginning of the plan year | 2024-10-13 | 416844 |
| Employer contributions to plan in this plan year | 2024-10-13 | 30628 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-13 | 2241 |
| 2017 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $119,823 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,359 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $538,930 |
| Total plan assets at beginning of year | 2017-12-31 | $421,466 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $42,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $77,823 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $117,464 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $538,930 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $421,466 |
| Assets. Value of participant loans | 2017-12-31 | $16,898 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $25,047 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,359 |
| 2016 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $43,626 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,010 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $421,466 |
| Total plan assets at beginning of year | 2016-12-31 | $379,850 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $18,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $9,507 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $25,626 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $41,616 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $421,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $379,850 |
| Assets. Value of participant loans | 2016-12-31 | $4,740 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $22,554 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,010 |
| 2015 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $17,483 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,924 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $379,850 |
| Total plan assets at beginning of year | 2015-12-31 | $364,291 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $19,942 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-517 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $15,559 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $379,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $364,291 |
| Assets. Value of participant loans | 2015-12-31 | $9,056 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $18,795 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,924 |
| 2014 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $35,241 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,825 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $364,291 |
| Total plan assets at beginning of year | 2014-12-31 | $330,875 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $17,500 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $30,959 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $17,741 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $33,416 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $364,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $330,875 |
| Assets. Value of participant loans | 2014-12-31 | $13,427 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $14,468 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,825 |
| 2013 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $63,688 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,602 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $330,875 |
| Total plan assets at beginning of year | 2013-12-31 | $268,789 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $17,500 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $38,947 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $46,188 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $62,086 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $330,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $268,789 |
| Assets. Value of participant loans | 2013-12-31 | $11,011 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $13,658 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,602 |
| 2012 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $42,266 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $268,789 |
| Total plan assets at beginning of year | 2012-12-31 | $226,523 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $17,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $48,472 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $25,266 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $42,266 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $268,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $226,523 |
| Assets. Value of participant loans | 2012-12-31 | $13,859 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $14,179 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2010 : CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $25,455 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $209,693 |
| Total plan assets at beginning of year | 2010-12-31 | $184,238 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $5,500 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $11,926 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $25,455 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $209,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $184,238 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,029 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2017: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CDA BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
