Comoto Holdings, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Comoto Holdings, 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, Comoto Holdings, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Comoto Holdings, LLC under EIN 84-4760045 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,142 participants and $30,631,639 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Comoto Holdings, LLC
EIN
84-4760045
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,142
End-of-year plan assets
$30,631,639

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,142H, C20241011095949NAL0012348787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,631,639
Total liabilities (EOY)
$0
Net assets (EOY)
$30,631,639
Net assets (BOY)
$24,752,511

Income & contributions

Employer contributions
$1,618,566
Participant contributions
$3,108,907
Total contributions
$4,857,133
Total income / additions
$9,706,887

Expenses & distributions

Benefits paid
$3,686,912
Administrative expenses
$152,698
Total expenses
$3,829,476
Net increase / (decrease)
$5,877,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$107,304$02023
Rbc Wealth ManagementADVISOR$45,276not reported in the loaded dataset2023

Related Form 5500 pages