2023 Form 5500 filing — Captionmax LLC 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 20250624174348NAL0004348851001) for Captionmax LLC 401(K) Plan, reported by Captionmax LLC under EIN 82-1422510 and plan number 001. It reports 145 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)$0Reported net assets

Participants145

Provider compensation$2.7K2 Schedule C row(s)$2,737

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250624174348NAL0004348851001
Plan sponsor: Captionmax LLC
EIN: 82-1422510
Plan number: 001
Location: Minneapolis, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$904.2K

Total expenses$639.2K

Benefits paid / distributions$636.1K

Contributions

Employer$140.2K

Participant$261.5K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $140,165
Participant contributions: $261,490
Total income / additions: $904,185
Benefits paid: $636,061
Administrative expenses: $3,110
Total expenses: $639,171
Net increase / (decrease): $265,014

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ascensus$2.1K
THIRD PARTY ADMIN · Direct $0 · Indirect $2.1K
2
Morningstar$634
INVESTMENT ADVISORY · Direct $0 · Indirect $634

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250624174348NAL0004348851001 cover?: It is the 2023 Form 5500 filing for Captionmax LLC 401(K) Plan, reported by Captionmax LLC (EIN 82-1422510).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).