2023 Form 5500 filing — Continuum Advantage, LLC 401k
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711125819NAL0010392531001) for Continuum Advantage, LLC 401k, reported by Continuum Advantage, LLC under EIN 84-3896652 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711125819NAL0010392531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Continuum Advantage, LLC
- EIN
- 84-3896652
- Plan number
- 001
- Location
- Waukee, IA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,197,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,197,038
- Employer contributions
- $555,869
- Participant contributions
- $1,961,855
- Total income / additions
- $6,473,570
- Benefits paid
- $407,218
- Administrative expenses
- $36,502
- Total expenses
- $444,074
- Net increase / (decrease)
- $6,029,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of Amer. | RECORDKEEPER | $35,829 | $0 |
| Principal Securities | BROKER/ADVISOR | $0 | $13,789 |