2023 Form 5500 filing — Circle Computer Resources, Inc. 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 20251013164728NAL0002414736001) for Circle Computer Resources, Inc. 401(K) Plan, reported by Circle Computer Resources, Inc. under EIN 42-1404024 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013164728NAL0002414736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Circle Computer Resources, Inc.
- EIN
- 42-1404024
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,311,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,311,078
- Employer contributions
- $512,994
- Participant contributions
- $652,170
- Total income / additions
- $2,151,774
- Benefits paid
- $557,983
- Administrative expenses
- $16,933
- Total expenses
- $574,916
- Net increase / (decrease)
- $1,576,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | RECORDKEEPER | $880 | $20,199 |
| Edward D Jones And Co | COMMISSIONS | $8,882 | not reported in the loaded dataset |
| Cambridge Investment Group | COMMISSIONS | $5,043 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $184 | $0 |
| Qualified Plan Consultants, LLC | TPA | $0 | $33 |