2023 Form 5500 filing — Criticalpoint Capital, LLC 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 20241224100853NAL0005362355001) for Criticalpoint Capital, LLC 401(K) Plan, reported by Criticalpoint Partners, LLC under EIN 45-5416532 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224100853NAL0005362355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Criticalpoint Partners, LLC
- EIN
- 45-5416532
- Plan number
- 001
- Location
- El Segundo, CA
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,144,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,144,825
- Employer contributions
- $1,208,562
- Participant contributions
- $4,928,646
- Total income / additions
- $10,681,652
- Benefits paid
- $4,674,444
- Administrative expenses
- $172,477
- Total expenses
- $4,846,921
- Net increase / (decrease)
- $5,834,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $85,978 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,668 | $0 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $32,064 | not reported in the loaded dataset |
| Marcum Llp | AUDITOR | $18,000 | not reported in the loaded dataset |