2023 Form 5500 filing — Cpi Card Group, Inc. 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 20241014141546NAL0026384049001) for Cpi Card Group, Inc. 401(K) Plan, reported by Cpi Card Group - Colorado, Inc. under EIN 84-0895526 and plan number 001. It reports 1,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141546NAL0026384049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cpi Card Group - Colorado, Inc.
- EIN
- 84-0895526
- Plan number
- 001
- Location
- Littleton, CO
- Participants
- 1,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,357,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,357,770
- Employer contributions
- $2,421,189
- Participant contributions
- $4,619,210
- Total income / additions
- $15,064,817
- Benefits paid
- $4,498,776
- Administrative expenses
- $208,777
- Total expenses
- $4,755,518
- Net increase / (decrease)
- $10,309,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $133,299 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $44,631 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,437 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $410 | not reported in the loaded dataset |