Candid Color Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Candid Color Systems, 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, Candid Color Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Candid Color Systems, Inc. under EIN 73-0957985 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $16,072,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Candid Color Systems, Inc.
- EIN
- 73-0957985
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $16,072,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20240919172458NAL0006280689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,072,888
- Total liabilities (EOY)
- $30,191
- Net assets (EOY)
- $16,042,697
- Net assets (BOY)
- $15,786,801
Income & contributions
- Employer contributions
- $96,103
- Participant contributions
- $323,279
- Total contributions
- $473,665
- Total income / additions
- $2,201,530
Expenses & distributions
- Benefits paid
- $1,814,770
- Administrative expenses
- $73,738
- Total expenses
- $1,945,634
- Net increase / (decrease)
- $255,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $48,933 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $28,176 | 2023 |
| Candid Color Systems Inc | AUDITOR | $11,000 | $0 | 2023 |
| Onedigital Investment Advisors LLC | OTHER | $9,210 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $3,966 | $5,000 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $5,831 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $629 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Candid Color Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Candid Color Systems Inc — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation