Cpasitesolutions 401(K) Plan — Form 5500 plan (Cpasitesolutions, 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, Cpasitesolutions 401(K) Plan is a benefit plan reported by Cpasitesolutions, Inc. under EIN 38-3856676 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $9,367,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cpasitesolutions, Inc.
- EIN
- 38-3856676
- Plan number
- 001
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $9,367,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20240731161447NAL0049179746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,367,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,367,554
- Net assets (BOY)
- $6,712,204
Income & contributions
- Employer contributions
- $410,299
- Participant contributions
- $1,171,335
- Total contributions
- $2,050,452
- Total income / additions
- $3,286,978
Expenses & distributions
- Benefits paid
- $612,228
- Administrative expenses
- $19,400
- Total expenses
- $631,628
- Net increase / (decrease)
- $2,655,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Hold Co Inc | SERVICE PROVIDER | $0 | $20,405 | 2023 |
| Pension Assurance Llp | SERVICE PROVIDER | $12,500 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | OTHER SERVICES | $4,775 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Ins Services | OTHER SERVICES | $2,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cpasitesolutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Murrieta, CA
- Creative Planning Hold Co Inc — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Cbiz Benefits And Ins Services — Schedule C compensation