2023 Form 5500 filing — Complete Merchant Solutions 401(K) Ret. 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 20240919140103NAL0002385731001) for Complete Merchant Solutions 401(K) Ret. Plan, reported by Complete Merchant Solutions, LLC under EIN 26-2594461 and plan number 001. It reports 149 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)$8.1MReported net assets$8,078,959
Participants149
Provider compensation$15.8K1 Schedule C row(s)$15,839
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919140103NAL0002385731001
Plan sponsor
Complete Merchant Solutions, LLC
EIN
26-2594461
Plan number
001
Location
Orem, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$459.9K
Benefits paid / distributions$444.1K
Contributions
Employer$536.3K
Participant$864.9K
Full reported line items
Total assets (EOY)
$8,078,959
Total liabilities (EOY)
$0
Net assets (EOY)
$8,078,959
Employer contributions
$536,251
Participant contributions
$864,933
Total income / additions
$2,637,870
Benefits paid
$444,096
Administrative expenses
$15,839
Total expenses
$459,935
Net increase / (decrease)
$2,177,935
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $15.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919140103NAL0002385731001 cover?
It is the 2023 Form 5500 filing for Complete Merchant Solutions 401(K) Ret. Plan, reported by Complete Merchant Solutions, LLC (EIN 26-2594461).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages