How big is CB20's plan?

CB20's plan reported $3.3M in assets and 57 participants for 2024.

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Original filing (PDF)20260107090052NAL0002975811001

CB20

Name: CB20 — CB20 401(k) Plan, Form 5500 (2024)
Creator: CB20
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CB20 401(k) Plan

401(k) retirement plan · CB20's CB20 401(k) Plan held $3.3M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

CB20's EIN is 36-3902573.

EIN 36-3902573

Plan number 001

Plan year 2024

ACK ID 20260107090052NAL0002975811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CB20 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CB20's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CB20.

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Plan health score

Above-average plan

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

CB20

EIN

all filings

Address

268 BROADWAY, SUITE 101 · SARATOGA SPRINGS, NY · 12866

Phone

(518) 836-2764

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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