2023 Form 5500 filing — Counterpart International Inc. Tax-Deferred Annuity 403(B) 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 20241009112006NAL0010560595001) for Counterpart International Inc. Tax-Deferred Annuity 403(B) Plan, reported by Counterpart International Inc. under EIN 13-6183605 and plan number 002. It reports 317 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)$17.5MReported net assets$17,493,077
Participants317
Provider compensation$30.2K2 Schedule C row(s)$30,153
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009112006NAL0010560595001
Plan sponsor
Counterpart International Inc.
EIN
13-6183605
Plan number
002
Location
Washington, DC
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)$17.5M total assets
Net assets$17.5MLiabilities
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$533K
Participant$628.9K
Full reported line items
Total assets (EOY)
$17,493,077
Net assets (EOY)
$17,493,077
Employer contributions
$532,964
Participant contributions
$628,944
Total income / additions
$4,647,429
Benefits paid
$1,730,167
Administrative expenses
$23,873
Total expenses
$1,754,040
Net increase / (decrease)
$2,893,389
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $30.2K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009112006NAL0010560595001 cover?
It is the 2023 Form 5500 filing for Counterpart International Inc. Tax-Deferred Annuity 403(B) Plan, reported by Counterpart International Inc. (EIN 13-6183605).
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