2023 Form 5500 filing — Comoto Holdings, LLC 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 20241011095949NAL0012348787001) for Comoto Holdings, LLC 401(K) Profit Sharing Plan & Trust, reported by Comoto Holdings, LLC under EIN 84-4760045 and plan number 001. It reports 2,142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095949NAL0012348787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Comoto Holdings, LLC
- EIN
- 84-4760045
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,631,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,631,639
- Employer contributions
- $1,618,566
- Participant contributions
- $3,108,907
- Total income / additions
- $9,706,887
- Benefits paid
- $3,686,912
- Administrative expenses
- $152,698
- Total expenses
- $3,829,476
- Net increase / (decrease)
- $5,877,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $107,304 | $0 |
| Rbc Wealth Management | ADVISOR | $45,276 | not reported in the loaded dataset |