Original filing (PDF)20240605132525NAL0036120784001

C B MERCHANT SERVICES

Name: C B MERCHANT SERVICES — C B MERCHANT SERVICES 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: C B MERCHANT SERVICES

Form 5500-SF

FILING_RECEIVED

C B MERCHANT SERVICES 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 C B MERCHANT SERVICES.

Plan sponsor

Name

C B MERCHANT SERVICES

EIN

94-1160895

Address

217 N SAN JOAQUIN STREET · STOCKTON, CA · 952022408

Phone

(209) 944-9001

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-03-31

Filed

2024-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

BLACK RIVER ENTERPRISES, INC.

BLACK RIVER ENTERPRISES, INC. RETIREMENT PLAN

NCB MANAGEMENT SERVICES, INC.

NCB MANAGEMENT SERVICES, INC. ESOP

LTD FINANCIAL SERVICES, LP

LTD FINANCIAL SERVICES 401(K) PLAN

PEAK PROFESSIONALS, INC.

PEAK PROFESSIONALS, INC. 401(K) PLAN

UPTAIN GROUP, INC.

THE UPTAIN GROUP 401(K) PLAN