Continuum Advantage, LLC 401k — Form 5500 plan (Continuum Advantage, LLC)

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, Continuum Advantage, LLC 401k is a benefit plan reported by Continuum Advantage, LLC under EIN 84-3896652 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $9,197,038 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continuum Advantage, LLC
EIN
84-3896652
Plan number
001
Plan type
2
Location
Waukee, IA
Latest filing year
2023
Participants
186
End-of-year plan assets
$9,197,038

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240711125819NAL0010392531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,197,038
Total liabilities (EOY)
$0
Net assets (EOY)
$9,197,038
Net assets (BOY)
$3,167,542

Income & contributions

Employer contributions
$555,869
Participant contributions
$1,961,855
Total contributions
$5,429,015
Total income / additions
$6,473,570

Expenses & distributions

Benefits paid
$407,218
Administrative expenses
$36,502
Total expenses
$444,074
Net increase / (decrease)
$6,029,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of Amer.RECORDKEEPER$35,829$02023
Principal SecuritiesBROKER/ADVISOR$0$13,7892023

Related Form 5500 pages