Plan5500

Circuit Check, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Circuit Check, 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, Circuit Check, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Circuit Check, Inc. under EIN 41-1334770 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $20,566,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Circuit Check, Inc.
EIN
41-1334770
Plan number
001
Plan type
2
Location
Maple Grove, MN
Latest filing year
2023
Participants
178
End-of-year plan assets
$20,566,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20240808102605NAL0004812705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,566,483
Total liabilities (EOY)
$0
Net assets (EOY)
$20,566,483
Net assets (BOY)
$18,467,884

Income & contributions

Employer contributions
$334,205
Participant contributions
$1,289,825
Total contributions
$1,783,510
Total income / additions
$5,154,677

Expenses & distributions

Benefits paid
$2,998,173
Administrative expenses
$65,685
Total expenses
$3,056,078
Net increase / (decrease)
$2,098,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncINVESTMENT ADVISOR$38,500not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$26,519$02023
Empower Advisory Group, LLCINVESTMENT MGMT$666not reported in the loaded dataset2023

Related Form 5500 pages