2023 Form 5500 filing — Circuit Check, Inc. 401(K) Retirement Savings 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 20240808102605NAL0004812705001) for Circuit Check, Inc. 401(K) Retirement Savings Plan, reported by Circuit Check, Inc. under EIN 41-1334770 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808102605NAL0004812705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Circuit Check, Inc.
- EIN
- 41-1334770
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,566,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,566,483
- Employer contributions
- $334,205
- Participant contributions
- $1,289,825
- Total income / additions
- $5,154,677
- Benefits paid
- $2,998,173
- Administrative expenses
- $65,685
- Total expenses
- $3,056,078
- Net increase / (decrease)
- $2,098,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | INVESTMENT ADVISOR | $38,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,519 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $666 | not reported in the loaded dataset |