Complete Office 401(K) Plan And Trust — Form 5500 plan (Complete Office, 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, Complete Office 401(K) Plan And Trust is a benefit plan reported by Complete Office, LLC under EIN 91-2197470 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $64,455,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Complete Office, LLC
EIN
91-2197470
Plan number
001
Plan type
2
Location
Germantown, WI
Latest filing year
2023
Participants
503
End-of-year plan assets
$64,455,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20241015090129NAL0016022003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,455,615
Total liabilities (EOY)
$0
Net assets (EOY)
$64,455,615
Net assets (BOY)
$22,351,622

Income & contributions

Employer contributions
$763,096
Participant contributions
$3,025,878
Total contributions
$6,942,307
Total income / additions
$13,807,134

Expenses & distributions

Benefits paid
$3,278,718
Administrative expenses
$5,528
Total expenses
$3,284,246
Net increase / (decrease)
$10,522,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,128$02023

Related Form 5500 pages