Cpp, Inc. 401(K) Plan — Form 5500 plan (Cpp, 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, Cpp, Inc. 401(K) Plan is a benefit plan reported by Cpp, Inc. under EIN 84-0855336 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $10,463,321 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.5MPlan net assets, end of year$10,463,321
Participants124Covered participants reported
Assets / participant$84.4KComputed: assets ÷ participants$84,382 (computed)
Provider compensation$52.9K3 Schedule C provider row(s)$52,900
Plan sponsor
Cpp, Inc.
EIN
84-0855336
Plan number
001
Plan type
2
Location
Windsor, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241001143635NAL0007300593001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$808.4K
Benefits paid / distributions$755.5K
Contributions
Employer$205.4K
Participant$481.4K
Full reported line items

Net assets

Total assets (EOY)
$10,463,321
Total liabilities (EOY)
$0
Net assets (EOY)
$10,463,321
Net assets (BOY)
$8,509,748

Income & contributions

Employer contributions
$205,396
Participant contributions
$481,393
Total contributions
$1,129,531
Total income / additions
$2,761,937

Expenses & distributions

Benefits paid
$755,464
Administrative expenses
$52,900
Total expenses
$808,364
Net increase / (decrease)
$1,953,573
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$23,534not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$21,358$02023
Empower Advisory Group, LLCINVESTMENT MGMT$8,008not reported in the loaded dataset2023

Related Form 5500 pages