How big is CBI Connect's plan?

CBI Connect's plan reported $1.3M in assets and 8 participants for 2022.

Original filing (PDF)20230905092625NAL0026811986001

CBI Connect

Name: CBI Connect — CBI Connect 401(k), Form 5500 (2022)
Creator: CBI Connect
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBI Connect 401(k)

401(k) retirement plan · CBI Connect's CBI Connect 401(k) held $1.3M in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Benny Young signed CBI Connect's 2022 Form 5500 as plan administrator.

Benny Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CBI Connect's EIN is 13-4071389.

EIN 13-4071389

Plan number 001

Plan year 2022

ACK ID 20230905092625NAL0026811986001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CBI Connect from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CBI Connect's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CBI CONNECT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CBI CONNECT

EIN

all filings

Address

155 W 18TH STREET · PH 2 · NEW YORK, NY · 10011

Phone

(212) 777-0700

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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