2023 Form 5500 filing — Communications & Power Industries Retirement 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 20250714114851NAL0002520818001) for Communications & Power Industries Retirement Plan, reported by Communications & Power Industries LLC under EIN 77-0405693 and plan number 001. It reports 2,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714114851NAL0002520818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communications & Power Industries LLC
- EIN
- 77-0405693
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 2,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,900,273
- Total liabilities (EOY)
- $15
- Net assets (EOY)
- $339,900,258
- Employer contributions
- $5,175,910
- Participant contributions
- $12,284,441
- Total income / additions
- $112,804,932
- Benefits paid
- $115,407,535
- Administrative expenses
- $278,334
- Total expenses
- $115,755,770
- Net increase / (decrease)
- -$2,950,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,835 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $87,075 | not reported in the loaded dataset |
| Marsh Mclennon Agency | PLAN SPONSOR | $36,300 | not reported in the loaded dataset |
| Hogan Lovells | OTHER SERVICES | $20,272 | not reported in the loaded dataset |
| Moss Adams, Llp | ACCOUNTANT | $7,845 | not reported in the loaded dataset |