2023 Form 5500 filing — Complemar Partners Inc 401(K) Profit Sharing Plan & 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 20241010094804NAL0040334770001) for Complemar Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Complemar Partners, Inc. under EIN 20-1225180 and plan number 001. It reports 211 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)$2.4MReported net assets$2,447,838
Participants211
Provider compensation$22.2K3 Schedule C row(s)$22,184
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010094804NAL0040334770001
Plan sponsor
Complemar Partners, Inc.
EIN
20-1225180
Plan number
001
Location
Rochester, NY
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$726.5K
Total expenses$642.7K
Benefits paid / distributions$612.6K
Contributions
EmployerNot reported
Participant$318.3K
Full reported line items
Total assets (EOY)
$2,447,838
Total liabilities (EOY)
$0
Net assets (EOY)
$2,447,838
Participant contributions
$318,266
Total income / additions
$726,463
Benefits paid
$612,562
Administrative expenses
$22,185
Total expenses
$642,721
Net increase / (decrease)
$83,742
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $12K · Indirect $0
  2. 2
    Adp, Inc.$10.2K
    RECORD KEEPER · Direct $10.2K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010094804NAL0040334770001 cover?
It is the 2023 Form 5500 filing for Complemar Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Complemar Partners, Inc. (EIN 20-1225180).
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