Comprehensive Logistics Co., LLC Employee Retirement Plan — Form 5500 plan (Comprehensive Logistics Co., LLC)
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 Logistics Co., LLC Employee Retirement Plan is a benefit plan reported by Comprehensive Logistics Co., LLC under EIN 34-1821646 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,529 participants and $13,413,395 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.4MPlan net assets, end of year$13,400,412
Participants1.5KCovered participants reported1,529
Assets / participant$8.8KComputed: assets ÷ participants$8,773 (computed)
Provider compensation$131.2K3 Schedule C provider row(s)$131,193
- Plan sponsor
- Comprehensive Logistics Co., LLC
- EIN
- 34-1821646
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,529 | H, C | 20241011132409NAL0010961619001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$13K
Full reported line items
Net assets
- Total assets (EOY)
- $13,413,395
- Total liabilities (EOY)
- $12,983
- Net assets (EOY)
- $13,400,412
- Net assets (BOY)
- $9,331,047
Income & contributions
- Employer contributions
- $762,814
- Participant contributions
- $3,004,570
- Total contributions
- $4,324,874
- Total income / additions
- $6,104,353
Expenses & distributions
- Benefits paid
- $1,888,705
- Administrative expenses
- $135,192
- Total expenses
- $2,059,060
- Net increase / (decrease)
- $4,045,293
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $100,662 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $26,242 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $4,289 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Comprehensive Logistics Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Vienna, OH
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation