2023 Form 5500 filing — Cph Consulting, LLC 401(K) Profit Sharing 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 20250324102408NAL0009122195001) for Cph Consulting, LLC 401(K) Profit Sharing Plan, reported by Cph Consulting, LLC under EIN 59-2068806 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324102408NAL0009122195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cph Consulting, LLC
- EIN
- 59-2068806
- Plan number
- 001
- Location
- Sanford, FL
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,987,429
- Total liabilities (EOY)
- $39,987,429
- Net assets (EOY)
- $0
- Employer contributions
- $456,327
- Participant contributions
- $1,833,052
- Total income / additions
- $9,618,254
- Benefits paid
- $1,058,989
- Administrative expenses
- $80,862
- Total expenses
- $1,139,851
- Net increase / (decrease)
- $8,478,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $46,893 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | OTHER | $18,070 | not reported in the loaded dataset |
| Greene Dycus & Co Pa | AUDITOR | $13,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,399 | $0 |