Compact Information Systems, LLC 401(K) Plan — Form 5500 plan (Compact Information Systems, 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, Compact Information Systems, LLC 401(K) Plan is a benefit plan reported by Compact Information Systems, LLC under EIN 91-1542980 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $11,163,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compact Information Systems, LLC
- EIN
- 91-1542980
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $11,163,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241008090234NAL0029433936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,163,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,163,388
- Net assets (BOY)
- $11,105,273
Income & contributions
- Employer contributions
- $216,791
- Participant contributions
- $731,303
- Total contributions
- $948,094
- Total income / additions
- $2,712,367
Expenses & distributions
- Benefits paid
- $2,559,812
- Administrative expenses
- $93,820
- Total expenses
- $2,654,252
- Net increase / (decrease)
- $58,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Investment Planning | INVESTMENT ADVISORY | $27,599 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solns | RECORDKEEPER | $13,211 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $11,007 | $32 | 2023 |
| Mesirow Financial | INVESTMENT ADVISORY | $2,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compact Information Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Redmond, WA
- Lincoln Investment Planning — Schedule C compensation
- Transamerica Retirement Solns — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Mesirow Financial — Schedule C compensation