2023 Form 5500 filing — Cathexis 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 20241018123439NAL0032820625001) for Cathexis 401(K) Plan, reported by Cps Professional Services, LLC D/B/A Cathexis under EIN 11-3769711 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018123439NAL0032820625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cps Professional Services, LLC D/B/A Cathexis
- EIN
- 11-3769711
- Plan number
- 002
- Location
- Tysons, VA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,054,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,054,706
- Employer contributions
- $461,166
- Participant contributions
- $987,775
- Total income / additions
- $2,569,902
- Benefits paid
- $766,147
- Administrative expenses
- $32,031
- Total expenses
- $798,179
- Net increase / (decrease)
- $1,771,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,031 | $0 |
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $19,117 |