2023 Form 5500 filing — Cpasitesolutions 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 20240731161447NAL0049179746001) for Cpasitesolutions 401(K) Plan, reported by Cpasitesolutions, Inc. under EIN 38-3856676 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.4MReported net assets$9,367,554
Participants334
Provider compensation$39.8K4 Schedule C row(s)$39,805
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731161447NAL0049179746001
- Plan sponsor
- Cpasitesolutions, Inc.
- EIN
- 38-3856676
- Plan number
- 001
- Location
- Murrieta, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,367,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,367,554
- Employer contributions
- $410,299
- Participant contributions
- $1,171,335
- Total income / additions
- $3,286,978
- Benefits paid
- $612,228
- Administrative expenses
- $19,400
- Total expenses
- $631,628
- Net increase / (decrease)
- $2,655,350
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Hold Co Inc | SERVICE PROVIDER | $0 | $20,405 |
| Pension Assurance Llp | SERVICE PROVIDER | $12,500 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | OTHER SERVICES | $4,775 | not reported in the loaded dataset |
| Cbiz Benefits And Ins Services | OTHER SERVICES | $2,125 | not reported in the loaded dataset |