Competitive Power Ventures Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Competitive Power Ventures 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, Competitive Power Ventures Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Competitive Power Ventures Inc under EIN 51-0402836 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $42,503,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Competitive Power Ventures Inc
- EIN
- 51-0402836
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $42,503,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241004165539NAL0005840467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,503,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,503,513
- Net assets (BOY)
- $34,707,967
Income & contributions
- Employer contributions
- $1,679,247
- Participant contributions
- $2,233,914
- Total contributions
- $4,057,170
- Total income / additions
- $10,664,116
Expenses & distributions
- Benefits paid
- $2,758,997
- Administrative expenses
- $109,573
- Total expenses
- $2,868,570
- Net increase / (decrease)
- $7,795,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall Advisors | NONE | $91,613 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $17,960 | $0 | 2023 |