2023 Form 5500 filing — Cpp, Inc. 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 20241001143635NAL0007300593001) for Cpp, Inc. 401(K) Plan, reported by Cpp, Inc. under EIN 84-0855336 and plan number 001. It reports 124 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)$10.5MReported net assets$10,463,321
Participants124
Provider compensation$52.9K3 Schedule C row(s)$52,900
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001143635NAL0007300593001
Plan sponsor
Cpp, Inc.
EIN
84-0855336
Plan number
001
Location
Windsor, CO
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)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$808.4K
Benefits paid / distributions$755.5K
Contributions
Employer$205.4K
Participant$481.4K
Full reported line items
Total assets (EOY)
$10,463,321
Total liabilities (EOY)
$0
Net assets (EOY)
$10,463,321
Employer contributions
$205,396
Participant contributions
$481,393
Total income / additions
$2,761,937
Benefits paid
$755,464
Administrative expenses
$52,900
Total expenses
$808,364
Net increase / (decrease)
$1,953,573

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl FinancialINVESTMENT ADVISOR$23,534not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$21,358$0
Empower Advisory Group, LLCINVESTMENT MGMT$8,008not reported in the loaded dataset

Related Form 5500 pages