Comprehensive Financial Professionals, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Comprehensive Financial Professionals, Inc)
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, Comprehensive Financial Professionals, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Comprehensive Financial Professionals, Inc under EIN 26-0184462 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $4,011,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comprehensive Financial Professionals, Inc
- EIN
- 26-0184462
- Plan number
- 001
- Plan type
- 2
- Location
- Lansdale, PA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $4,011,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240503110809NAL0018935249001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,011,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,011,465
- Net assets (BOY)
- $3,078,936
Income & contributions
- Employer contributions
- $180,314
- Participant contributions
- $172,602
- Total income / additions
- $934,314
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,785
- Total expenses
- $1,785
- Net increase / (decrease)
- $932,529
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.