Original filing (PDF)20251015071445NAL0002041171001

CB ENERGY CONSULTANTS

Name: CB ENERGY CONSULTANTS — CB ENERGY BUSINESS CONSULTING LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CB ENERGY CONSULTANTS

Form 5500-SF

FILING_RECEIVED

CB ENERGY BUSINESS CONSULTING LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CB ENERGY CONSULTANTS

EIN

84-2866801all filings

Address

P.O. BOX 74 · COLTS NECK, NJ · 07722

Phone

(732) 861-2543

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

PBG MANAGEMENT CORPORATION

PBG MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN

$519K

PHYSICIANS DEVELOPMENT PROGRAM INC.

PULSE 360 PROGRAM RETIREMENT PLAN

$518K · 22 participants

JOEL H. HURT, M.D., PLLC

AUSTIN ORTHOPEDIC INSTITUTE 401(K) PLAN

$519K · 27 participants

MIKA MANAGEMENT SOLUTIONS LLC

MIKA MANAGEMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST

$518K · 2 participants

INTENTIONATE LLC

INTENTIONATE LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.