2023 Form 5500 filing — Camelot Communications 401(K) 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 20240924092323NAL0012580561001) for Camelot Communications 401(K) Savings Plan, reported by Camelot Communications, Ltd. under EIN 75-2943762 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924092323NAL0012580561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Camelot Communications, Ltd.
- EIN
- 75-2943762
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,582,937
- Net assets (EOY)
- $18,582,937
- Employer contributions
- $466,169
- Participant contributions
- $1,678,811
- Total income / additions
- $5,264,039
- Benefits paid
- $4,398,708
- Administrative expenses
- $81,543
- Total expenses
- $4,480,251
- Net increase / (decrease)
- $783,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $75,844 | not reported in the loaded dataset |
| Equitable Advisors LLC | BROKER/ADVISOR | not reported in the loaded dataset | $46,636 |
| Definiti LLC | CONTRACT ADMIN | $1,850 | $10,000 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $624 | not reported in the loaded dataset |