Cik Enterprises, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cik Enterprises, LLC)

Plain-English plan 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, Cik Enterprises, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cik Enterprises, LLC under EIN 20-0160711 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $3,495,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cik Enterprises, LLC
EIN
20-0160711
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
111
End-of-year plan assets
$3,495,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241014124603NAL0014943587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,495,975
Total liabilities (EOY)
$0
Net assets (EOY)
$3,495,975
Net assets (BOY)
$2,773,002

Income & contributions

Participant contributions
$365,385
Total contributions
$365,385
Total income / additions
$925,894

Expenses & distributions

Benefits paid
$165,762
Administrative expenses
$37,159
Total expenses
$202,921
Net increase / (decrease)
$722,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor ServicesADVISOR$23,134not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$12,508$02023

Related Form 5500 pages