2023 Form 5500 filing — Commonwealth Associates Inc. 401k Profit Sharing 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 20241007123927NAL0015172849001) for Commonwealth Associates Inc. 401k Profit Sharing Plan, reported by Commonwealth Associates Inc. under EIN 38-2809676 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123927NAL0015172849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commonwealth Associates Inc.
- EIN
- 38-2809676
- Plan number
- 001
- Location
- Jackson, MI
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,001,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,001,053
- Employer contributions
- $1,819,253
- Participant contributions
- $1,897,277
- Total income / additions
- $10,346,029
- Benefits paid
- $3,613,967
- Administrative expenses
- $120,542
- Total expenses
- $3,734,509
- Net increase / (decrease)
- $6,611,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones And Co | NONE | $73,234 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $28,234 | $0 |
| Bssa | AUDITOR | $11,750 | not reported in the loaded dataset |
| Wilshire Associates Incorporated | NONE | $7,323 | not reported in the loaded dataset |