Original filing (PDF)20240731071215NAL0012496355001

VERBELLA CMG LLC

Name: VERBELLA CMG LLC — VERBELLA CMG, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: VERBELLA CMG LLC

Form 5500-SF

FILING_RECEIVED

VERBELLA CMG, LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERBELLA CMG LLC.

Plan sponsor

Name

VERBELLA CMG LLC

EIN

51-0567778

Address

307 BARN HILL ROAD · WEST CHESTER, PA · 19382

Phone

(484) 888-2199

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PEMBROKE CONSULTING, INC.

PEMBROKE CONSULTING, INC. CASH BALANCE PENSION PLAN

$2.2M · 2 participants

SENOPSYS LLC

SENOPSYS LLC PROFIT SHARING PLAN

$2.2M · 3 participants

WALKNER CONDON FINANCIAL ADVISORS

WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN

$2.2M · 12 participants

MAST CONSTRUCTION SERVICES, INC.

MAST CONSTRUCTION SERVICES, INC. RETIREMENT PLAN RETIREMENT PLAN

$2.2M · 22 participants

ALL CARE TO YOU

ALL CARE TO YOU 401(K) PLAN