2023 Form 5500 filing — Cirks Construction, Inc. 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 20240930011110NAL0008669456001) for Cirks Construction, Inc. 401(K) Plan, reported by Cirks Construction, Inc. under EIN 33-0803265 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930011110NAL0008669456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cirks Construction, Inc.
- EIN
- 33-0803265
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,146,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,146,364
- Employer contributions
- $180,502
- Participant contributions
- $941,615
- Total income / additions
- $2,700,750
- Benefits paid
- $294,472
- Administrative expenses
- $83,161
- Total expenses
- $379,115
- Net increase / (decrease)
- $2,321,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $31,213 | not reported in the loaded dataset |
| Empower Annutiy Insurance Company | RECORDKEEPER | $18,616 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $11,959 | not reported in the loaded dataset |
| Cota Street Investment Management | INVESTMENT MGMT | $11,323 | not reported in the loaded dataset |
| Pollaro & Associates | AUDITOR | $9,100 | not reported in the loaded dataset |