2023 Form 5500 filing — Crisis Prevention Institute, Inc. Retirement Plan Group Trust

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 20241008181750NAL0008647907001) for Crisis Prevention Institute, Inc. Retirement Plan Group Trust, reported by Crisis Prevention Institute, Inc. under EIN 39-2012874 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.9MReported net assets$26,902,269

Participants362

Provider compensation$65.5K3 Schedule C row(s)$65,469

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008181750NAL0008647907001
Plan sponsor: Crisis Prevention Institute, Inc.
EIN: 39-2012874
Plan number: 001
Location: Milwaukee, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.9M total assets

Net assets$26.9MLiabilities$0

Money in vs. money out

Total income / additions$8.8M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$1.3M

Participant$2.2M

Full reported line items

Total assets (EOY): $26,902,269
Total liabilities (EOY): $0
Net assets (EOY): $26,902,269
Employer contributions: $1,305,057
Participant contributions: $2,221,758
Total income / additions: $8,797,752
Benefits paid: $2,066,042
Administrative expenses: $79,260
Total expenses: $2,146,844
Net increase / (decrease): $6,650,908

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Cbiz Investment Advisory Services,$25.7K
SERVICE PROVIDER · Direct $25.7K
2
Cbiz Benefits And Insurance Service$20K
THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $20K
3
Morningstar Investment Management$19.7K
SERVICE PROVIDER · Direct $19.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008181750NAL0008647907001 cover?: It is the 2023 Form 5500 filing for Crisis Prevention Institute, Inc. Retirement Plan Group Trust, reported by Crisis Prevention Institute, Inc. (EIN 39-2012874).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).