Capital Planning Advisors LLC — 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 Planning Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $226,080 and reported indirect compensation totals $13,318.
Reported compensation summary
- Reported direct compensation
- $226,080
- Reported indirect compensation
- $13,318
- Total reported compensation
- $239,398
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Wood Rodgers, Inc | CA | 1 | $78,710 |
| Villara Corporation | CA | 1 | $61,843 |
| Electrical Design & Motor Control, Inc. | CA | 1 | $43,801 |
| Gemini Legal Support, Inc. | CA | 1 | $29,226 |
| Wiley X, Inc 401(K) Plan & Trust | TX | 1 | $13,318 |
| Iron Bow Technologies, LLC | VA | 1 | $12,500 |
State footprint
Plans reporting Capital Planning Advisors LLC are sponsored in CA (4), TX (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Wood Rodgers, Inc | Wood Rodgers 401(K) Plan | 2023 | $78,710 | not reported in the loaded dataset |
| Villara Corporation | Villara Corporation 401(K) Plan | 2023 | $61,843 | not reported in the loaded dataset |
| Electrical Design & Motor Control, Inc. | Electrical Design & Motor Control, Inc. 401(K) Plan | 2023 | $43,801 | not reported in the loaded dataset |
| Gemini Legal Support, Inc. | Gemini Legal Support, Inc. 401(K) Profit Sharing Plan | 2023 | $29,226 | not reported in the loaded dataset |
| Wiley X, Inc 401(K) Plan & Trust | Wiley X, Inc. 401(K) Plan & Trust | 2023 | $0 | $13,318 |
| Iron Bow Technologies, LLC | Iron Bow Technologies, LLC 401(K) Plan | 2023 | $12,500 | not reported in the loaded dataset |
Related Form 5500 pages
- Wood Rodgers 401(K) Plan (plan 001)
- Wood Rodgers, Inc — all reported plans
- Villara Corporation 401(K) Plan (plan 001)
- Villara Corporation — all reported plans
- Electrical Design & Motor Control, Inc. 401(K) Plan (plan 001)
- Electrical Design & Motor Control, Inc. — all reported plans
- Gemini Legal Support, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gemini Legal Support, Inc. — all reported plans
- Wiley X, Inc. 401(K) Plan & Trust (plan 001)
- Wiley X, Inc 401(K) Plan & Trust — all reported plans
- Iron Bow Technologies, LLC 401(K) Plan (plan 001)
- Iron Bow Technologies, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources