2023 Form 5500 filing — The Constant Company, LLC 401k Profit Sharing Plan And Trust

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 20240924052749NAL0012542209001) for The Constant Company, LLC 401k Profit Sharing Plan And Trust, reported by The Constant Company, LLC under EIN 22-3814063 and plan number 001. It reports 204 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)$7.7MReported net assets$7,736,807
Participants204
Provider compensation$17.7K3 Schedule C row(s)$17,745
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924052749NAL0012542209001
Plan sponsor
The Constant Company, LLC
EIN
22-3814063
Plan number
001
Location
West Palm Beach, FL
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$677.7K
Benefits paid / distributions$650.5K
Contributions
Employer$502.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$7,736,807
Total liabilities (EOY)
$0
Net assets (EOY)
$7,736,807
Employer contributions
$502,709
Participant contributions
$1,101,596
Total income / additions
$3,154,049
Benefits paid
$650,464
Administrative expenses
$17,745
Total expenses
$677,667
Net increase / (decrease)
$2,476,382
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $15K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.8K · Indirect $0
  3. 3
    SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924052749NAL0012542209001 cover?
It is the 2023 Form 5500 filing for The Constant Company, LLC 401k Profit Sharing Plan And Trust, reported by The Constant Company, LLC (EIN 22-3814063).
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