2023 Form 5500 filing — Commoloco Retirement 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 20241003113246NAL0019509170001) for Commoloco Retirement Plan, reported by Commoloco, Inc. under EIN 66-0384086 and plan number 012. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113246NAL0019509170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commoloco, Inc.
- EIN
- 66-0384086
- Plan number
- 012
- Location
- Evansville, IN
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,836,159
- Total liabilities (EOY)
- $64,002
- Net assets (EOY)
- $8,772,157
- Employer contributions
- $517,300
- Total income / additions
- $1,367,699
- Benefits paid
- $857,339
- Administrative expenses
- $173,926
- Total expenses
- $1,031,265
- Net increase / (decrease)
- $336,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc | INVESTMENT MANAGER | $59,605 | not reported in the loaded dataset |
| Banco Popular | TRUSTEE | $57,802 | $0 |
| State Street Corporation | CUSTODIAN | $38,010 | $0 |
| Whitley Penn Llp | AUDITOR | $18,510 | not reported in the loaded dataset |