Cpi Card Group, Inc. 401(K) Plan — Form 5500 plan (Cpi Card Group - Colorado, 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, Cpi Card Group, Inc. 401(K) Plan is a benefit plan reported by Cpi Card Group - Colorado, Inc. under EIN 84-0895526 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,331 participants and $54,357,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cpi Card Group - Colorado, Inc.
EIN
84-0895526
Plan number
001
Plan type
2
Location
Littleton, CO
Latest filing year
2023
Participants
1,331
End-of-year plan assets
$54,357,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,331H, C20241014141546NAL0026384049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,357,770
Total liabilities (EOY)
$0
Net assets (EOY)
$54,357,770
Net assets (BOY)
$44,048,471

Income & contributions

Employer contributions
$2,421,189
Participant contributions
$4,619,210
Total contributions
$7,527,329
Total income / additions
$15,064,817

Expenses & distributions

Benefits paid
$4,498,776
Administrative expenses
$208,777
Total expenses
$4,755,518
Net increase / (decrease)
$10,309,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$133,299$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$44,631not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$30,437not reported in the loaded dataset2023
Qdro Consultants Company, LLCOTHER$410not reported in the loaded dataset2023

Related Form 5500 pages