Compugroup Medical Systems 401(K) Plan — Form 5500 plan (Compugroup Medical, 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, Compugroup Medical Systems 401(K) Plan is a benefit plan reported by Compugroup Medical, Inc. under EIN 32-0307150 and plan number 002. The latest loaded filing year is 2023. The filing reports 832 participants and $39,595,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compugroup Medical, Inc.
- EIN
- 32-0307150
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $39,595,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20240729171945NAL0019196225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,595,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,595,468
- Net assets (BOY)
- $34,103,910
Income & contributions
- Employer contributions
- $956,419
- Participant contributions
- $3,299,622
- Total contributions
- $4,605,656
- Total income / additions
- $10,330,635
Expenses & distributions
- Benefits paid
- $4,694,510
- Administrative expenses
- $144,567
- Total expenses
- $4,839,077
- Net increase / (decrease)
- $5,491,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $98,957 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,734 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,876 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compugroup Medical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation