2023 Form 5500 filing — Caris Mpi Inc Pr 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 20240723125619NAL0007286675001) for Caris Mpi Inc Pr 401k, reported by Caris Mpi Inc under EIN 88-6412718 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723125619NAL0007286675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caris Mpi Inc
- EIN
- 88-6412718
- Plan number
- 002
- Location
- Irving, TX
- Participants
- 4
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,883
- Net assets (EOY)
- $125,883
- Employer contributions
- $41,232
- Participant contributions
- $55,056
- Total income / additions
- $105,437
- Total expenses
- $0
- Net increase / (decrease)
- $105,437
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower A.I.C.A | RECORDKEEPER | $647 | $0 |
| Empower Advisory Group,LLC | INVESTMENT MANAGEMENT | $92 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $24 | not reported in the loaded dataset |