2023 Form 5500 filing — Concurrent Hro 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 20241011161029NAL0022293601001) for Concurrent Hro 401(K) Plan, reported by Concurrent Hro, LLC under EIN 47-5137893 and plan number 001. It reports 1,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161029NAL0022293601001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Concurrent Hro, LLC
- EIN
- 47-5137893
- Plan number
- 001
- Location
- Broomfield, CO
- Participants
- 1,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,509,511
- Total liabilities (EOY)
- $850
- Net assets (EOY)
- $42,508,661
- Employer contributions
- $1,966,069
- Participant contributions
- $5,930,234
- Total income / additions
- $12,494,958
- Benefits paid
- $3,058,405
- Administrative expenses
- $339,259
- Total expenses
- $3,450,978
- Net increase / (decrease)
- $9,043,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $173,793 | not reported in the loaded dataset |
| Rbf Capital Management, Inc. | NONE | $141,520 | not reported in the loaded dataset |
| Concurrent Hro, LLC | NONE | $23,514 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $12,905 | $0 |
| Jason F. Clausen, P.C. | NONE | $8,500 | not reported in the loaded dataset |