Compunetics, Inc. Employees Stock Ownership Plan — Form 5500 plan (Compunetics, Inc. Esop)

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. Employees Stock Ownership Plan is a benefit plan reported by Compunetics, Inc. Esop under EIN 25-1190388 and plan number 002. The latest loaded filing year is 2023. The filing reports 640 participants and $25,484,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compunetics, Inc. Esop
EIN
25-1190388
Plan number
002
Plan type
3
Location
Monroeville, PA
Latest filing year
2023
Participants
640
End-of-year plan assets
$25,484,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023640H, C20250911151728NAL0000298019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,484,005
Total liabilities (EOY)
$1,622,852
Net assets (EOY)
$23,861,153
Net assets (BOY)
$24,289,776

Income & contributions

Employer contributions
$907,690
Total contributions
$907,690
Total income / additions
$2,285,868

Expenses & distributions

Benefits paid
$2,531,735
Administrative expenses
$81,735
Total expenses
$2,714,491
Net increase / (decrease)
-$428,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Goff Backa Alfera & CompanyN/A$25,475not reported in the loaded dataset2023
H2r CpaCPA$22,765not reported in the loaded dataset2023
Reed Smith LlpATTORNEY$12,987not reported in the loaded dataset2023

Related Form 5500 pages