2023 Form 5500 filing — Compri Consulting, 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 20241003121353NAL0017027984001) for Compri Consulting, Inc. 401(K) Plan, reported by Compri Consulting, Inc. under EIN 84-1209929 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003121353NAL0017027984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compri Consulting, Inc.
- EIN
- 84-1209929
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,719,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,719,865
- Participant contributions
- $301,092
- Total income / additions
- $1,003,479
- Benefits paid
- $782,748
- Administrative expenses
- $38,752
- Total expenses
- $821,500
- Net increase / (decrease)
- $181,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aveo Capital Partners, LLC | FIDUCIARY ADVISOR | $14,269 | not reported in the loaded dataset |
| Eplan Services, Inc | RECORDKEEPING FEES | $9,908 | not reported in the loaded dataset |
| Futureplan | CONTRACT ADMIN | $8,825 | not reported in the loaded dataset |