2023 Form 5500 filing — Retirement Income Security Plan-Capital Premium Financing, LLC
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 20241010220129NAL0010424403001) for Retirement Income Security Plan-Capital Premium Financing, LLC, reported by Capital Premium Financing, LLC under EIN 82-0423224 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010220129NAL0010424403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Premium Financing, LLC
- EIN
- 82-0423224
- Plan number
- 001
- Location
- Draper, UT
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,388,943
- Net assets (EOY)
- $7,388,943
- Employer contributions
- $318,343
- Participant contributions
- $634,311
- Total income / additions
- $1,975,560
- Benefits paid
- $260,211
- Administrative expenses
- $54,818
- Total expenses
- $315,029
- Net increase / (decrease)
- $1,660,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ep Wealth Advisors, Inc. | NONE | $29,108 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $15,774 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $8,582 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $1,354 | $0 |