2023 Form 5500 filing — Cypress/Dod 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 20241004150536NAL0012365793001) for Cypress/Dod 401(K) Plan, reported by Cypress Healthcare Partners, LLC under EIN 77-0437373 and plan number 001. It reports 988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150536NAL0012365793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cypress Healthcare Partners, LLC
- EIN
- 77-0437373
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,283,329
- Total liabilities (EOY)
- $109,699
- Net assets (EOY)
- $19,173,630
- Employer contributions
- $322,433
- Participant contributions
- $1,902,758
- Total income / additions
- $4,910,225
- Benefits paid
- $670,919
- Administrative expenses
- $141,320
- Total expenses
- $812,239
- Net increase / (decrease)
- $4,097,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | NONE | $59,510 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $47,754 | not reported in the loaded dataset |
| Pentegra Retirement Services | TPA | $42,571 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $4 |