2023 Form 5500 filing — Complete Automation 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 20241014113008NAL0013204579001) for Complete Automation 401(K) Plan, reported by Complete Automation, Inc. under EIN 38-2803878 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113008NAL0013204579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Complete Automation, Inc.
- EIN
- 38-2803878
- Plan number
- 001
- Location
- Lake Orion, MI
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,291,148
- Total liabilities (EOY)
- $7,952
- Net assets (EOY)
- $8,283,196
- Employer contributions
- $113,432
- Participant contributions
- $604,700
- Total income / additions
- $2,212,633
- Benefits paid
- $663,548
- Administrative expenses
- $32,721
- Total expenses
- $696,269
- Net increase / (decrease)
- $1,516,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,224 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $10,497 | not reported in the loaded dataset |