2023 Form 5500 filing — Companion Protect LLC 401(K) Psp And 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 20250522102930NAL0002202723001) for Companion Protect LLC 401(K) Psp And Trust, reported by Companion Protect LLC under EIN 47-3656831 and plan number 001. It reports 136 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)$4MReported net assets$3,978,477
Participants136
Provider compensation$18.7K2 Schedule C row(s)$18,700
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250522102930NAL0002202723001
- Plan sponsor
- Companion Protect LLC
- EIN
- 47-3656831
- Plan number
- 001
- Location
- Leawood, KS
- 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)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,978,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,978,477
- Employer contributions
- $236,968
- Participant contributions
- $505,523
- Total income / additions
- $1,359,059
- Benefits paid
- $382,659
- Administrative expenses
- $18,700
- Total expenses
- $401,359
- Net increase / (decrease)
- $957,700
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner LLC | NONE | $16,462 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $2,238 | $0 |