Plan5500

Commoloco Retirement Plan — Form 5500 plan (Commoloco, 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, Commoloco Retirement Plan is a benefit plan reported by Commoloco, Inc. under EIN 66-0384086 and plan number 012. The latest loaded filing year is 2023. The filing reports 522 participants and $8,836,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commoloco, Inc.
EIN
66-0384086
Plan number
012
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
522
End-of-year plan assets
$8,836,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241003113246NAL0019509170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,836,159
Total liabilities (EOY)
$64,002
Net assets (EOY)
$8,772,157
Net assets (BOY)
$8,435,723

Income & contributions

Employer contributions
$517,300
Total contributions
$517,300
Total income / additions
$1,367,699

Expenses & distributions

Benefits paid
$857,339
Administrative expenses
$173,926
Total expenses
$1,031,265
Net increase / (decrease)
$336,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Investments Usa IncINVESTMENT MANAGER$59,605not reported in the loaded dataset2023
Banco PopularTRUSTEE$57,802$02023
State Street CorporationCUSTODIAN$38,010$02023
Whitley Penn LlpAUDITOR$18,510not reported in the loaded dataset2023

Related Form 5500 pages