Plan5500

Commoneo 401(K) Plan — Form 5500 plan (Commoneo, 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, Commoneo 401(K) Plan is a benefit plan reported by Commoneo, LLC under EIN 46-4033009 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $1,624,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commoneo, LLC
EIN
46-4033009
Plan number
001
Plan type
2
Location
Shelby Township, MI
Latest filing year
2023
Participants
722
End-of-year plan assets
$1,624,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023722H, C20241015081317NAL0014232403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,624,846
Total liabilities (EOY)
$0
Net assets (EOY)
$1,624,846
Net assets (BOY)
$813,920

Income & contributions

Participant contributions
$658,910
Total contributions
$882,177
Total income / additions
$1,050,416

Expenses & distributions

Benefits paid
$217,889
Administrative expenses
$20,877
Total expenses
$239,490
Net increase / (decrease)
$810,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Fiduciary, LLCRECORDKEEPER$20,877not reported in the loaded dataset2023

Related Form 5500 pages