Compunetics, Inc. Profit Sharing Plan — Form 5500 plan (Compunetics, Inc. Profit Sharing Plan)

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, Compunetics, Inc. Profit Sharing Plan is a benefit plan reported by Compunetics, Inc. Profit Sharing Plan under EIN 25-1190388 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $18,110,970 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compunetics, Inc. Profit Sharing Plan
EIN
25-1190388
Plan number
001
Plan type
3
Location
Monroeville, PA
Latest filing year
2023
Participants
646
End-of-year plan assets
$18,110,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023646H, C20250911135150NAL0001381154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,110,970
Total liabilities (EOY)
$160
Net assets (EOY)
$18,110,810
Net assets (BOY)
$16,279,893

Income & contributions

Employer contributions
$0
Participant contributions
$142,794
Total contributions
$142,794
Total income / additions
$3,011,808

Expenses & distributions

Benefits paid
$1,047,023
Administrative expenses
$133,868
Total expenses
$1,180,891
Net increase / (decrease)
$1,830,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyBROKER$109,619not reported in the loaded dataset2023
H2r CpaCPA$20,660not reported in the loaded dataset2023

Related Form 5500 pages