Retirement plan

C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN

Name: C.B. MANAGEMENT CO., INC. - C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: C.B. MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN, C.B. MANAGEMENT CO., INC.

C.B. MANAGEMENT CO., INC.EIN 43-1139874Plan #002PY 2025

605 N SHERMAN PKWY - SPRINGFIELD, MO 65802417-865-8392

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.6M

+12.6% from 2024

Total participants

192

+7.9% from 2024

Average account balance

$139,402

+2.9% from 2024

Annual return

13.79%

+6.08 pp from 2024

Benchmarks

See 95 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants100-249

Cohort95 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$22.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$139K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

162

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH3 years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$2,035

Plan features & details

Pension benefit codes2E2F2G2J2L2T3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Recordkeeping$2K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: THE WHITLOCK COMPANY
Auditor EIN: 431365401
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,402

$84,685+64.6%

$142,942-2.5%

$67,986+105.0%

Participation rate

80.0%

61.4%+18.6pp

76.8%+3.2pp

57.2%+22.8pp

Annual return

13.79%

35.89%-22.1pp

113.70%-99.9pp

31.67%-17.9pp

Employer contribution / active EE

$2,918

$2,263+28.9%

$4,139-29.5%

$2,019+44.6%

Participant deferral / active EE

$5,713

$3,832+49.1%

$7,128-19.8%

$3,358+70.1%

Admin fee / account holder

$13

$3,229-99.6%

$12,475-99.9%

$3,203-99.6%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH3 years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$2,035

C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion