2023 Form 5500 filing — Housecall Pro 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 20240930133429NAL0005586289001) for Housecall Pro 401(K) Plan, reported by Codefied Inc. under EIN 46-2107962 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930133429NAL0005586289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Codefied Inc.
- EIN
- 46-2107962
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,304,409
- Total liabilities (EOY)
- $98,988
- Net assets (EOY)
- $12,205,421
- Employer contributions
- $18,560
- Participant contributions
- $4,247,606
- Total income / additions
- $6,668,085
- Benefits paid
- $983,898
- Administrative expenses
- $67,894
- Total expenses
- $1,053,201
- Net increase / (decrease)
- $5,614,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Plan Consultants Inc | CONTRACT ADMIN | $15,507 | $21,987 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $27,906 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,878 | $0 |