2023 Form 5500 filing — Core Professional Services Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729095849NAL0031813088001) for Core Professional Services Group 401(K) Plan, reported by Core Professional Services, LLC under EIN 45-4707038 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729095849NAL0031813088001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Core Professional Services, LLC
- EIN
- 45-4707038
- Plan number
- 001
- Location
- Gainesville, TX
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,539,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,539,547
- Employer contributions
- $456,898
- Participant contributions
- $708,548
- Total income / additions
- $1,798,923
- Benefits paid
- $158,353
- Administrative expenses
- $58,401
- Total expenses
- $252,753
- Net increase / (decrease)
- $1,546,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,267 | $0 |
| Pension Planning Consultants Inc | CONTRACT ADMINISTRATOR | $7,135 | $156 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,335 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |