2023 Form 5500 filing — Cpl Pacific 401(K) Savings 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 20241015020149NAL0054569154001) for Cpl Pacific 401(K) Savings Plan, reported by Cpl Pacific, LLC under EIN 66-0919490 and plan number 003. It reports 912 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)$25MReported net assets$25,031,617
Participants912
Provider compensation$121K1 Schedule C row(s)$120,995
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015020149NAL0054569154001
Plan sponsor
Cpl Pacific, LLC
EIN
66-0919490
Plan number
003
Location
Tamuning, GU
Received date
not reported in the loaded dataset
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)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1M
Participant$1.7M
Full reported line items
Total assets (EOY)
$25,031,617
Total liabilities (EOY)
$0
Net assets (EOY)
$25,031,617
Employer contributions
$1,012,577
Participant contributions
$1,657,233
Total income / additions
$6,195,085
Benefits paid
$3,281,089
Administrative expenses
$120,995
Total expenses
$3,402,084
Net increase / (decrease)
$2,793,001

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Asc Trust, LLCNONE$120,995not reported in the loaded dataset

Related Form 5500 pages