Consumer Portfolio Services, Inc. 401(K) Plan — Form 5500 plan (Consumer Portfolio Services, 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, Consumer Portfolio Services, Inc. 401(K) Plan is a benefit plan reported by Consumer Portfolio Services, Inc. under EIN 33-0459135 and plan number 001. The latest loaded filing year is 2023. The filing reports 983 participants and $59,742,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consumer Portfolio Services, Inc.
EIN
33-0459135
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
983
End-of-year plan assets
$59,742,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023983H, C20240729142519NAL0019483729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,742,846
Total liabilities (EOY)
$0
Net assets (EOY)
$59,742,846
Net assets (BOY)
$49,013,806

Income & contributions

Employer contributions
$1,366,953
Participant contributions
$3,804,150
Total contributions
$5,231,060
Total income / additions
$13,740,483

Expenses & distributions

Benefits paid
$2,794,618
Administrative expenses
$209,961
Total expenses
$3,011,443
Net increase / (decrease)
$10,729,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$149,758$02023
Cambridge Investment Research IncINVESTMENT ADVISOR$60,203not reported in the loaded dataset2023

Related Form 5500 pages