Compu Dynamics, LLC Retirement Trust — Form 5500 plan (Compu Dynamics, 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, Compu Dynamics, LLC Retirement Trust is a benefit plan reported by Compu Dynamics, LLC under EIN 42-1548326 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $7,920,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compu Dynamics, LLC
EIN
42-1548326
Plan number
001
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
213
End-of-year plan assets
$7,920,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241014154223NAL0027751825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,920,181
Total liabilities (EOY)
$0
Net assets (EOY)
$7,920,181
Net assets (BOY)
$5,380,575

Income & contributions

Employer contributions
$538,311
Participant contributions
$1,123,604
Total contributions
$1,777,349
Total income / additions
$2,802,247

Expenses & distributions

Benefits paid
$233,343
Administrative expenses
$29,298
Total expenses
$262,641
Net increase / (decrease)
$2,539,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupSERVICE PROVIDER$23,523not reported in the loaded dataset2023

Related Form 5500 pages