2023 Form 5500 filing — Cpasitesolutions 401(K) Plan
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 20240731161447NAL0049179746001) for Cpasitesolutions 401(K) Plan, reported by Cpasitesolutions, Inc. under EIN 38-3856676 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731161447NAL0049179746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cpasitesolutions, Inc.
- EIN
- 38-3856676
- Plan number
- 001
- Location
- Murrieta, CA
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,367,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,367,554
- Employer contributions
- $410,299
- Participant contributions
- $1,171,335
- Total income / additions
- $3,286,978
- Benefits paid
- $612,228
- Administrative expenses
- $19,400
- Total expenses
- $631,628
- Net increase / (decrease)
- $2,655,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Hold Co Inc | SERVICE PROVIDER | $0 | $20,405 |
| Pension Assurance Llp | SERVICE PROVIDER | $12,500 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | OTHER SERVICES | $4,775 | not reported in the loaded dataset |
| Cbiz Benefits And Ins Services | OTHER SERVICES | $2,125 | not reported in the loaded dataset |