Capital Advantage Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capital Advantage Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $45,213 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $45,213
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $45,213
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bay Medical Management, LLC | CA | 1 | $20,163 |
| The Charles Schwab Corporation | TX | 1 | $15,386 |
| Southern California Permanente Medical Group | CA | 1 | $9,664 |
State footprint
Plans reporting Capital Advantage Inc are sponsored in CA (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bay Medical Management, LLC | Bay Medical Management, LLC 401(K) Profit Sharing Plan | 2023 | $20,163 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $15,386 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | The 401(K) Plan For Permanente Medical Groups | 2023 | $9,664 | not reported in the loaded dataset |
Related Form 5500 pages
- Bay Medical Management, LLC 401(K) Profit Sharing Plan (plan 005)
- Bay Medical Management, LLC — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- The 401(K) Plan For Permanente Medical Groups (plan 009)
- Southern California Permanente Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources